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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 | $22,801 | $69,383-67.1% | $101,275-77.5% | $73,497-69.0% |
| Participation rate | 20.8% | 68.4%-47.6pp | 75.8%-55.1pp | 70.7%-49.9pp |
| Annual return | 15.49% | 18.46%-3.0pp | 46.48%-31.0pp | 28.51%-13.0pp |
| Employer contribution / active EE | $975 | $2,628-62.9% | $3,660-73.3% | $2,270-57.0% |
| Participant deferral / active EE | $1,377 | $3,301-58.3% | $4,371-68.5% | $3,740-63.2% |
| Admin fee / account holder | $9,450 | $704+1242.8% | $5,948+58.9% | $513+1741.9% |