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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 | $17,180 | $86,949-80.2% | $102,460-83.2% | $80,959-78.8% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 20.52% | 18.89%+1.6pp | 29.47%-9.0pp | 35.67%-15.2pp |
| Employer contribution / active EE | $1,017 | $2,370-57.1% | $3,025-66.4% | $2,757-63.1% |
| Participant deferral / active EE | $1,296 | $4,121-68.5% | $5,056-74.4% | $4,300-69.9% |
| Admin fee / account holder | $964 | $8,048-88.0% | $9,460-89.8% | $6,925-86.1% |