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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 | $10,229 | $100,194-89.8% | $122,979-91.7% | $86,983-88.2% |
| Participation rate | 63.3% | 73.0%-9.6pp | 77.2%-13.9pp | 69.5%-6.2pp |
| Annual return | 26.25% | 16.47%+9.8pp | 20.12%+6.1pp | 25.83%+0.4pp |
| Employer contribution / active EE | $1,777 | $2,326-23.6% | $3,062-42.0% | $2,584-31.2% |
| Participant deferral / active EE | $1,626 | $4,133-60.7% | $5,003-67.5% | $4,194-61.2% |
| Admin fee / account holder | $731 | $10,148-92.8% | $12,864-94.3% | $7,856-90.7% |