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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 | $16,412 | $76,112-78.4% | $96,534-83.0% | $71,511-77.0% |
| Participation rate | 41.1% | 74.4%-33.3pp | 76.0%-34.8pp | 67.9%-26.8pp |
| Annual return | 37.38% | 22.81%+14.6pp | 25.88%+11.5pp | 28.86%+8.5pp |
| Employer contribution / active EE | $987 | $2,248-56.1% | $2,965-66.7% | $2,589-61.9% |
| Participant deferral / active EE | $1,960 | $4,217-53.5% | $4,851-59.6% | $4,291-54.3% |
| Admin fee / account holder | $1,461 | $2,708-46.0% | $8,253-82.3% | $1,588-8.0% |