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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 | $15,767 | $106,749-85.2% | $145,433-89.2% | $82,448-80.9% |
| Participation rate | 52.0% | 75.6%-23.6pp | 82.1%-30.1pp | 68.1%-16.1pp |
| Annual return | 17.09% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $805 | $3,444-76.6% | $4,554-82.3% | $2,551-68.4% |
| Participant deferral / active EE | $872 | $6,519-86.6% | $7,897-89.0% | $4,139-78.9% |
| Admin fee / account holder | $1,183 | $8,390-85.9% | $13,129-91.0% | $7,234-83.7% |