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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 | $138,386-87.8% | $184,260-90.9% | $80,935-79.2% |
| Participation rate | 58.3% | 83.9%-25.6pp | 86.8%-28.5pp | 67.7%-9.3pp |
| Annual return | 13.70% | 20.02%-6.3pp | 28.84%-15.1pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,818 | $4,851-62.5% | $6,427-71.7% | $2,757-34.1% |
| Participant deferral / active EE | $2,678 | $7,076-62.2% | $9,133-70.7% | $4,299-37.7% |
| Admin fee / account holder | $1,814 | $10,489-82.7% | $13,898-86.9% | $6,924-73.8% |