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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 | $27,802 | $91,760-69.7% | $156,181-82.2% | $67,986-59.1% |
| Participation rate | 20.7% | 65.0%-44.3pp | 78.8%-58.1pp | 57.2%-36.5pp |
| Annual return | 18.89% | 18.14%+0.7pp | 64.87%-46.0pp | 31.67%-12.8pp |
| Employer contribution / active EE | $619 | $2,419-74.4% | $4,294-85.6% | $2,019-69.3% |
| Participant deferral / active EE | $1,128 | $3,960-71.5% | $6,132-81.6% | $3,358-66.4% |
| Admin fee / account holder | $1,427 | $3,949-63.9% | $14,586-90.2% | $3,203-55.5% |