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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 | $23,066 | $83,898-72.5% | $133,346-82.7% | $94,015-75.5% |
| Participation rate | 29.0% | 63.4%-34.3pp | 72.8%-43.8pp | 70.8%-41.8pp |
| Annual return | 11.12% | 16.00%-4.9pp | 36.85%-25.7pp | 17.84%-6.7pp |
| Employer contribution / active EE | $427 | $1,821-76.5% | $2,853-85.0% | $2,790-84.7% |
| Participant deferral / active EE | $805 | $3,245-75.2% | $4,332-81.4% | $4,249-81.1% |
| Admin fee / account holder | $7,218 | $7,809-7.6% | $14,264-49.4% | $8,951-19.4% |