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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 | $21,095 | $66,764-68.4% | $88,497-76.2% | $62,881-66.5% |
| Participation rate | 42.9% | 77.3%-34.4pp | 82.4%-39.5pp | 69.3%-26.4pp |
| Annual return | 11.00% | 10.37%+0.6pp | 7.63%+3.4pp | 20.14%-9.1pp |
| Employer contribution / active EE | $918 | $3,077-70.1% | $4,036-77.2% | $2,281-59.7% |
| Participant deferral / active EE | $1,227 | $3,976-69.2% | $4,899-75.0% | $3,203-61.7% |
| Admin fee / account holder | $673 | $4,668-85.6% | $6,220-89.2% | $4,296-84.3% |