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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,096 | $232,540-93.5% | $185,117-91.8% | $147,586-89.8% |
| Participation rate | 27.3% | 82.4%-55.1pp | 77.3%-50.0pp | 82.8%-55.6pp |
| Annual return | 14.70% | 43.03%-28.3pp | 40.50%-25.8pp | 578.59%-563.9pp |
| Employer contribution / active EE | $457 | $5,195-91.2% | $4,182-89.1% | $4,876-90.6% |
| Participant deferral / active EE | $18 | $5,834-99.7% | $5,045-99.7% | $5,439-99.7% |
| Admin fee / account holder | $1,774 | $10,275-82.7% | $8,159-78.3% | $10,886-83.7% |