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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 | $33,060 | $97,550-66.1% | $120,344-72.5% | $87,485-62.2% |
| Participation rate | 37.0% | 72.8%-35.8pp | 76.7%-39.7pp | 68.9%-31.9pp |
| Annual return | 15.09% | 18.41%-3.3pp | 20.30%-5.2pp | 26.06%-11.0pp |
| Employer contribution / active EE | $687 | $2,291-70.0% | $3,020-77.3% | $2,596-73.5% |
| Participant deferral / active EE | $1,663 | $4,230-60.7% | $5,135-67.6% | $4,274-61.1% |
| Admin fee / account holder | $4,949 | $9,543-48.1% | $12,742-61.2% | $7,775-36.3% |