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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 | $9,560 | $76,551-87.5% | $123,894-92.3% | $62,881-84.8% |
| Participation rate | 58.0% | 73.0%-15.0pp | 81.4%-23.4pp | 69.3%-11.3pp |
| Annual return | 18.79% | 18.68%+0.1pp | 47.52%-28.7pp | 20.14%-1.4pp |
| Employer contribution / active EE | $739 | $2,882-74.4% | $4,617-84.0% | $2,281-67.6% |
| Participant deferral / active EE | $1,254 | $4,840-74.1% | $5,984-79.0% | $3,203-60.8% |
| Admin fee / account holder | $804 | $4,826-83.3% | $8,357-90.4% | $4,296-81.3% |