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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 | $16,025 | $80,983-80.2% | $96,544-83.4% | $75,177-78.7% |
| Participation rate | 47.1% | 71.8%-24.6pp | 76.0%-28.8pp | 67.2%-20.1pp |
| Annual return | 21.29% | 27.05%-5.8pp | 25.88%-4.6pp | 160.75%-139.5pp |
| Employer contribution / active EE | $668 | $2,282-70.7% | $2,966-77.5% | $2,671-75.0% |
| Participant deferral / active EE | $1,344 | $3,929-65.8% | $4,851-72.3% | $4,126-67.4% |
| Admin fee / account holder | $1,012 | $6,717-84.9% | $8,254-87.7% | $5,651-82.1% |