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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 | $11,604 | $76,551-84.8% | $123,894-90.6% | $62,881-81.5% |
| Participation rate | 27.3% | 73.0%-45.7pp | 81.4%-54.1pp | 69.3%-42.0pp |
| Annual return | 6.60% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $708 | $2,882-75.4% | $4,617-84.7% | $2,281-69.0% |
| Participant deferral / active EE | $831 | $4,840-82.8% | $5,984-86.1% | $3,203-74.0% |
| Admin fee / account holder | $911 | $4,826-81.1% | $8,357-89.1% | $4,296-78.8% |