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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 | $23,452 | $106,524-78.0% | $152,301-84.6% | $87,485-73.2% |
| Participation rate | 55.1% | 75.8%-20.6pp | 82.4%-27.3pp | 68.9%-13.8pp |
| Annual return | 15.29% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $869 | $3,371-74.2% | $4,624-81.2% | $2,596-66.5% |
| Participant deferral / active EE | $2,342 | $6,525-64.1% | $8,004-70.7% | $4,274-45.2% |
| Admin fee / account holder | $3,946 | $8,287-52.4% | $14,398-72.6% | $7,775-49.2% |