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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 | $17,318 | $117,846-85.3% | $102,434-83.1% | $145,884-88.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 9.97% | 31.90%-21.9pp | 29.46%-19.5pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,071 | $3,615-70.4% | $3,023-64.6% | $4,662-77.0% |
| Participant deferral / active EE | $1,219 | $5,733-78.7% | $5,055-75.9% | $6,690-81.8% |
| Admin fee / account holder | $2,701 | $13,356-79.8% | $9,462-71.5% | $13,392-79.8% |