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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 | $10,570 | $76,834-86.2% | $108,359-90.2% | $87,485-87.9% |
| Participation rate | 36.0% | 61.7%-25.7pp | 70.1%-34.1pp | 68.9%-32.9pp |
| Annual return | 12.83% | 19.09%-6.3pp | 36.89%-24.1pp | 26.06%-13.2pp |
| Employer contribution / active EE | $350 | $1,556-77.5% | $2,399-85.4% | $2,596-86.5% |
| Participant deferral / active EE | $784 | $3,100-74.7% | $4,137-81.1% | $4,274-81.7% |
| Admin fee / account holder | $7,949 | $6,537+21.6% | $9,741-18.4% | $7,775+2.2% |