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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 | $12,354 | $76,551-83.9% | $123,894-90.0% | $62,881-80.4% |
| Participation rate | 41.9% | 73.0%-31.0pp | 81.4%-39.5pp | 69.3%-27.4pp |
| Annual return | 11.15% | 18.68%-7.5pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $456 | $2,882-84.2% | $4,617-90.1% | $2,281-80.0% |
| Participant deferral / active EE | $1,983 | $4,840-59.0% | $5,984-66.9% | $3,203-38.1% |
| Admin fee / account holder | $1,201 | $4,826-75.1% | $8,357-85.6% | $4,296-72.0% |