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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 | $22,552 | $89,225-74.7% | $136,072-83.4% | $74,459-69.7% |
| Participation rate | 19.8% | 69.4%-49.6pp | 76.4%-56.6pp | 67.2%-47.4pp |
| Annual return | 12.96% | 22.76%-9.8pp | 580.46%-567.5pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $812 | $2,816-71.2% | $4,216-80.7% | $2,626-69.1% |
| Participant deferral / active EE | $1,184 | $4,597-74.2% | $7,028-83.1% | $4,350-72.8% |
| Admin fee / account holder | $1,197 | $1,545-22.5% | $6,718-82.2% | $1,945-38.4% |