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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 | $29,476 | $87,465-66.3% | $122,979-76.0% | $65,306-54.9% |
| Participation rate | 23.4% | 66.0%-42.6pp | 77.2%-53.8pp | 57.7%-34.3pp |
| Annual return | 17.09% | 19.76%-2.7pp | 20.12%-3.0pp | 21.94%-4.9pp |
| Employer contribution / active EE | $674 | $2,156-68.8% | $3,062-78.0% | $1,967-65.8% |
| Participant deferral / active EE | $1,231 | $3,705-66.8% | $5,003-75.4% | $2,959-58.4% |
| Admin fee / account holder | $2,220 | $5,100-56.5% | $12,864-82.7% | $3,480-36.2% |