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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 | $16,916 | $66,764-74.7% | $88,497-80.9% | $62,881-73.1% |
| Participation rate | 38.8% | 77.3%-38.5pp | 82.4%-43.6pp | 69.3%-30.5pp |
| Annual return | 11.20% | 10.37%+0.8pp | 7.63%+3.6pp | 20.14%-8.9pp |
| Employer contribution / active EE | $797 | $3,077-74.1% | $4,036-80.2% | $2,281-65.0% |
| Participant deferral / active EE | $1,203 | $3,976-69.7% | $4,899-75.4% | $3,203-62.4% |
| Admin fee / account holder | $1,268 | $4,668-72.8% | $6,220-79.6% | $4,296-70.5% |