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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 | $12,509 | $71,353-82.5% | $92,805-86.5% | $86,983-85.6% |
| Participation rate | 57.7% | 80.9%-23.2pp | 83.5%-25.8pp | 69.5%-11.8pp |
| Annual return | 23.69% | 44.68%-21.0pp | 31.59%-7.9pp | 25.83%-2.1pp |
| Employer contribution / active EE | $1,300 | $2,468-47.3% | $3,424-62.0% | $2,584-49.7% |
| Participant deferral / active EE | $1,829 | $6,966-73.7% | $8,448-78.4% | $4,194-56.4% |
| Admin fee / account holder | $335 | $6,099-94.5% | $10,911-96.9% | $7,856-95.7% |