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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 | $16,331 | $81,504-80.0% | $102,437-84.1% | $80,959-79.8% |
| Participation rate | 69.0% | 66.9%+2.1pp | 74.5%-5.5pp | 67.7%+1.3pp |
| Annual return | 12.70% | 25.60%-12.9pp | 24.95%-12.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,048 | $3,104-1.8% | $3,871-21.3% | $2,757+10.5% |
| Participant deferral / active EE | $1,192 | $3,871-69.2% | $5,060-76.4% | $4,300-72.3% |
| Admin fee / account holder | $714 | $6,719-89.4% | $8,388-91.5% | $6,925-89.7% |