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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 | $16,011 | $58,493-72.6% | $84,021-80.9% | $72,975-78.1% |
| Participation rate | 22.4% | 61.2%-38.9pp | 69.0%-46.6pp | 69.5%-47.1pp |
| Annual return | 20.05% | 28.93%-8.9pp | 71.32%-51.3pp | 81.01%-61.0pp |
| Employer contribution / active EE | $797 | $1,163-31.5% | $1,984-59.8% | $2,440-67.3% |
| Participant deferral / active EE | $858 | $2,394-64.2% | $3,239-73.5% | $3,608-76.2% |
| Admin fee / account holder | $3,904 | $4,569-14.5% | $6,102-36.0% | $5,124-23.8% |