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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 | $21,516 | $60,349-64.3% | $74,184-71.0% | $62,881-65.8% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 8.11% | 21.38%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $481 | $1,680-71.4% | $2,370-79.7% | $2,281-78.9% |
| Participant deferral / active EE | $1,014 | $2,856-64.5% | $3,550-71.4% | $3,203-68.3% |
| Admin fee / account holder | $9,880 | $4,261+131.9% | $5,586+76.9% | $4,296+130.0% |