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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 | $29,816 | $95,084-68.6% | $140,514-78.8% | $69,733-57.2% |
| Participation rate | 29.4% | 68.7%-39.3pp | 77.8%-48.4pp | 62.5%-33.0pp |
| Annual return | 21.47% | 18.56%+2.9pp | 14.36%+7.1pp | 15.22%+6.3pp |
| Employer contribution / active EE | $770 | $2,405-68.0% | $3,378-77.2% | $2,250-65.8% |
| Participant deferral / active EE | $1,133 | $3,868-70.7% | $4,919-77.0% | $3,054-62.9% |
| Admin fee / account holder | $2,796 | $4,885-42.8% | $13,697-79.6% | $3,102-9.9% |