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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 | $16,776 | $79,184-78.8% | $102,438-83.6% | $74,546-77.5% |
| Participation rate | 50.8% | 74.8%-23.9pp | 76.5%-25.7pp | 67.2%-16.4pp |
| Annual return | 15.32% | 54.95%-39.6pp | 29.37%-14.0pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,161 | $2,362-50.9% | $3,024-61.6% | $2,624-55.8% |
| Participant deferral / active EE | $1,911 | $4,414-56.7% | $5,054-62.2% | $4,347-56.0% |
| Admin fee / account holder | $2,301 | $2,001+15.0% | $9,448-75.6% | $1,944+18.4% |