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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 | $10,274 | $72,607-85.8% | $90,259-88.6% | $87,485-88.3% |
| Participation rate | 32.9% | 64.8%-31.9pp | 70.7%-37.8pp | 68.9%-36.0pp |
| Annual return | 24.71% | 18.59%+6.1pp | 18.88%+5.8pp | 26.06%-1.4pp |
| Employer contribution / active EE | $655 | $1,919-65.9% | $2,291-71.4% | $2,596-74.8% |
| Participant deferral / active EE | $759 | $3,055-75.1% | $3,827-80.2% | $4,274-82.2% |
| Admin fee / account holder | $865 | $5,947-85.5% | $7,267-88.1% | $7,775-88.9% |