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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 | $20,190 | $76,551-73.6% | $123,894-83.7% | $62,881-67.9% |
| Participation rate | 49.2% | 73.0%-23.8pp | 81.4%-32.2pp | 69.3%-20.1pp |
| Annual return | 8.93% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $866 | $2,882-69.9% | $4,617-81.2% | $2,281-62.0% |
| Participant deferral / active EE | $1,140 | $4,840-76.5% | $5,984-81.0% | $3,203-64.4% |
| Admin fee / account holder | $1,002 | $4,826-79.2% | $8,357-88.0% | $4,296-76.7% |