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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 | $20,509 | $54,541-62.4% | $78,778-74.0% | $70,126-70.8% |
| Participation rate | 37.4% | 60.8%-23.4pp | 69.2%-31.8pp | 69.5%-32.2pp |
| Annual return | 13.16% | 21.07%-7.9pp | 35.62%-22.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $230 | $1,089-78.9% | $1,986-88.4% | $2,343-90.2% |
| Participant deferral / active EE | $874 | $2,210-60.5% | $2,958-70.5% | $3,332-73.8% |
| Admin fee / account holder | $2,639 | $3,709-28.8% | $5,134-48.6% | $4,645-43.2% |