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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 | $16,834 | $138,366-87.8% | $184,185-90.9% | $80,911-79.2% |
| Participation rate | 58.3% | 83.9%-25.5pp | 86.8%-28.5pp | 67.6%-9.3pp |
| Annual return | 13.70% | 20.02%-6.3pp | 28.81%-15.1pp | 35.63%-21.9pp |
| Employer contribution / active EE | $1,818 | $4,849-62.5% | $6,426-71.7% | $2,756-34.0% |
| Participant deferral / active EE | $2,678 | $7,074-62.2% | $9,132-70.7% | $4,297-37.7% |
| Admin fee / account holder | $1,814 | $10,484-82.7% | $13,909-87.0% | $6,935-73.8% |