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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 | $85,515-65.1% | $112,040-73.4% | $67,986-56.1% |
| Participation rate | 29.4% | 68.2%-38.8pp | 76.5%-47.1pp | 57.2%-27.8pp |
| Annual return | 21.47% | 29.68%-8.2pp | 24.52%-3.0pp | 31.67%-10.2pp |
| Employer contribution / active EE | $770 | $2,191-64.9% | $2,954-73.9% | $2,019-61.9% |
| Participant deferral / active EE | $1,133 | $4,014-71.8% | $5,098-77.8% | $3,358-66.3% |
| Admin fee / account holder | $2,796 | $3,774-25.9% | $12,098-76.9% | $3,203-12.7% |