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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 | $20,934 | $99,635-79.0% | $99,460-79.0% | $198,609-89.5% |
| Participation rate | 22.2% | 81.4%-59.2pp | 78.6%-56.3pp | 82.4%-60.2pp |
| Annual return | 17.16% | 11.15%+6.0pp | 11.98%+5.2pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,396 | $6,694-64.2% | $6,049-60.4% | $5,055-52.6% |
| Participant deferral / active EE | $999 | $6,766-85.2% | $5,995-83.3% | $6,977-85.7% |
| Admin fee / account holder | $1,659 | $22,915-92.8% | $18,725-91.1% | $19,030-91.3% |