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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 | $14,885 | $60,165-75.3% | $74,184-79.9% | $55,167-73.0% |
| Participation rate | 47.7% | 74.2%-26.4pp | 76.6%-28.9pp | 69.0%-21.3pp |
| Annual return | 7.22% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $870 | $1,600-45.6% | $2,370-63.3% | $1,963-55.7% |
| Participant deferral / active EE | $1,329 | $2,973-55.3% | $3,550-62.5% | $3,054-56.5% |
| Admin fee / account holder | $470 | $419+12.1% | $5,586-91.6% | $504-6.7% |