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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 | $97,550-89.5% | $120,344-91.5% | $87,485-88.3% |
| Participation rate | 63.3% | 72.8%-9.5pp | 76.7%-13.4pp | 68.9%-5.6pp |
| Annual return | 26.25% | 18.41%+7.8pp | 20.30%+5.9pp | 26.06%+0.2pp |
| Employer contribution / active EE | $1,777 | $2,291-22.4% | $3,020-41.2% | $2,596-31.6% |
| Participant deferral / active EE | $1,626 | $4,230-61.5% | $5,135-68.3% | $4,274-61.9% |
| Admin fee / account holder | $731 | $9,543-92.3% | $12,742-94.3% | $7,775-90.6% |