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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 | $31,943 | $97,550-67.3% | $120,344-73.5% | $87,485-63.5% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.7%-43.4pp | 68.9%-35.6pp |
| Annual return | 23.57% | 18.41%+5.2pp | 20.30%+3.3pp | 26.06%-2.5pp |
| Employer contribution / active EE | $959 | $2,291-58.1% | $3,020-68.2% | $2,596-63.1% |
| Participant deferral / active EE | $1,620 | $4,230-61.7% | $5,135-68.4% | $4,274-62.1% |
| Admin fee / account holder | $330 | $9,543-96.5% | $12,742-97.4% | $7,775-95.8% |