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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 | $12,692 | $88,707-85.7% | $74,184-82.9% | $273,972-95.4% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 4.05% | 11.94%-7.9pp | 17.74%-13.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $894 | $3,159-71.7% | $2,370-62.3% | $4,869-81.6% |
| Participant deferral / active EE | $691 | $4,212-83.6% | $3,550-80.5% | $5,287-86.9% |
| Admin fee / account holder | $395 | $8,717-95.5% | $5,586-92.9% | $10,133-96.1% |