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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 | $86,938-68.3% | $102,423-73.1% | $80,925-65.9% |
| Participation rate | 23.5% | 72.4%-48.9pp | 76.5%-53.0pp | 67.7%-44.1pp |
| Annual return | 12.64% | 18.89%-6.2pp | 29.42%-16.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $758 | $2,369-68.0% | $3,023-74.9% | $2,756-72.5% |
| Participant deferral / active EE | $1,388 | $4,120-66.3% | $5,054-72.5% | $4,299-67.7% |
| Admin fee / account holder | $5,358 | $8,053-33.5% | $9,455-43.3% | $6,940-22.8% |