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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 | $24,714 | $86,938-71.6% | $102,423-75.9% | $80,925-69.5% |
| Participation rate | 25.8% | 72.4%-46.6pp | 76.5%-50.7pp | 67.7%-41.9pp |
| Annual return | 12.45% | 18.89%-6.4pp | 29.42%-17.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,076 | $2,369-54.6% | $3,023-64.4% | $2,756-61.0% |
| Participant deferral / active EE | $1,278 | $4,120-69.0% | $5,054-74.7% | $4,299-70.3% |
| Admin fee / account holder | $3,476 | $8,053-56.8% | $9,455-63.2% | $6,940-49.9% |