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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 | $17,685 | $215,361-91.8% | $171,082-89.7% | $273,972-93.5% |
| Participation rate | 30.0% | 82.0%-52.0pp | 76.7%-46.7pp | 83.0%-53.0pp |
| Annual return | 7.05% | 25.14%-18.1pp | 32.56%-25.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $484 | $4,967-90.3% | $4,002-87.9% | $4,869-90.1% |
| Participant deferral / active EE | $575 | $5,543-89.6% | $4,797-88.0% | $5,287-89.1% |
| Admin fee / account holder | $4,001 | $10,846-63.1% | $8,520-53.0% | $10,133-60.5% |