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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 | $27,598 | $86,940-68.3% | $102,434-73.1% | $80,935-65.9% |
| Participation rate | 23.5% | 72.4%-48.9pp | 76.5%-53.0pp | 67.7%-44.1pp |
| Annual return | 12.64% | 18.89%-6.3pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $758 | $2,370-68.0% | $3,023-74.9% | $2,757-72.5% |
| Participant deferral / active EE | $1,388 | $4,121-66.3% | $5,055-72.5% | $4,299-67.7% |
| Admin fee / account holder | $5,358 | $8,047-33.4% | $9,462-43.4% | $6,924-22.6% |