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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 | $20,512 | $50,534-59.4% | $213,469-90.4% | $64,340-68.1% |
| Participation rate | 30.4% | 46.3%-15.9pp | 77.1%-46.7pp | 55.2%-24.8pp |
| Annual return | 24.12% | 38.98%-14.9pp | 20.58%+3.5pp | 24.14%0pp |
| Employer contribution / active EE | $898 | $1,419-36.7% | $4,994-82.0% | $1,862-51.7% |
| Participant deferral / active EE | $774 | $2,901-73.3% | $6,841-88.7% | $2,980-74.0% |
| Admin fee / account holder | $2,683 | $4,263-37.1% | $27,141-90.1% | $3,703-27.5% |