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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 | $15,754 | $76,551-79.4% | $123,894-87.3% | $62,881-74.9% |
| Participation rate | 57.1% | 73.0%-15.8pp | 81.4%-24.3pp | 69.3%-12.2pp |
| Annual return | 7.93% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,089 | $2,882-62.2% | $4,617-76.4% | $2,281-52.3% |
| Participant deferral / active EE | $1,569 | $4,840-67.6% | $5,984-73.8% | $3,203-51.0% |
| Admin fee / account holder | $1,802 | $4,826-62.7% | $8,357-78.4% | $4,296-58.0% |