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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 | $13,809 | $76,551-82.0% | $123,894-88.9% | $62,881-78.0% |
| Participation rate | 37.0% | 73.0%-35.9pp | 81.4%-44.4pp | 69.3%-32.3pp |
| Annual return | 8.48% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $819 | $2,882-71.6% | $4,617-82.3% | $2,281-64.1% |
| Participant deferral / active EE | $1,836 | $4,840-62.1% | $5,984-69.3% | $3,203-42.7% |
| Admin fee / account holder | $616 | $4,826-87.2% | $8,357-92.6% | $4,296-85.7% |