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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 | $8,065 | $72,027-88.8% | $185,835-95.7% | $79,852-89.9% |
| Participation rate | 39.3% | 65.8%-26.5pp | 78.0%-38.8pp | 69.6%-30.4pp |
| Annual return | 18.86% | 23.13%-4.3pp | 35.96%-17.1pp | 31.72%-12.9pp |
| Employer contribution / active EE | $867 | $1,965-55.9% | $4,087-78.8% | $2,471-64.9% |
| Participant deferral / active EE | $1,047 | $3,780-72.3% | $5,633-81.4% | $3,740-72.0% |
| Admin fee / account holder | $445 | $4,513-90.1% | $9,502-95.3% | $5,306-91.6% |