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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 | $22,894 | $59,456-61.5% | $93,669-75.6% | $74,429-69.2% |
| Participation rate | 11.0% | 59.6%-48.6pp | 68.7%-57.7pp | 67.2%-56.2pp |
| Annual return | 15.11% | 82.00%-66.9pp | 133.59%-118.5pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $330 | $1,266-73.9% | $2,424-86.4% | $2,625-87.4% |
| Participant deferral / active EE | $619 | $3,052-79.7% | $4,416-86.0% | $4,348-85.8% |
| Admin fee / account holder | $2,177 | $3,026-28.1% | $8,291-73.7% | $1,944+12.0% |