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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 | $13,886 | $56,544-75.4% | $75,501-81.6% | $70,126-80.2% |
| Participation rate | 24.0% | 68.1%-44.1pp | 72.4%-48.4pp | 69.5%-45.5pp |
| Annual return | 19.27% | 23.59%-4.3pp | 27.35%-8.1pp | 73.15%-53.9pp |
| Employer contribution / active EE | $369 | $1,817-79.7% | $2,352-84.3% | $2,343-84.3% |
| Participant deferral / active EE | $929 | $2,580-64.0% | $3,142-70.4% | $3,332-72.1% |
| Admin fee / account holder | $4,116 | $3,827+7.6% | $5,801-29.0% | $4,645-11.4% |