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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 | $21,750 | $83,898-74.1% | $133,346-83.7% | $94,015-76.9% |
| Participation rate | 11.4% | 63.4%-52.0pp | 72.8%-61.5pp | 70.8%-59.5pp |
| Annual return | 16.25% | 16.00%+0.2pp | 36.85%-20.6pp | 17.84%-1.6pp |
| Employer contribution / active EE | $312 | $1,821-82.9% | $2,853-89.1% | $2,790-88.8% |
| Participant deferral / active EE | $459 | $3,245-85.8% | $4,332-89.4% | $4,249-89.2% |
| Admin fee / account holder | $546 | $7,809-93.0% | $14,264-96.2% | $8,951-93.9% |