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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 | $81,446-79.9% | $103,374-84.2% | $80,874-79.8% |
| Participation rate | 69.0% | 66.9%+2.1pp | 74.5%-5.5pp | 67.6%+1.3pp |
| Annual return | 12.70% | 25.57%-12.9pp | 24.89%-12.2pp | 35.62%-22.9pp |
| Employer contribution / active EE | $3,048 | $3,107-1.9% | $3,869-21.2% | $2,756+10.6% |
| Participant deferral / active EE | $1,192 | $3,870-69.2% | $5,058-76.4% | $4,297-72.3% |
| Admin fee / account holder | $714 | $6,715-89.4% | $8,394-91.5% | $6,935-89.7% |