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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 | $13,517 | $63,773-78.8% | $81,286-83.4% | $80,925-83.3% |
| Participation rate | 26.9% | 63.9%-37.0pp | 69.5%-42.6pp | 67.7%-40.7pp |
| Annual return | 12.93% | 16.37%-3.4pp | 24.80%-11.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $652 | $1,979-67.1% | $2,463-73.5% | $2,756-76.3% |
| Participant deferral / active EE | $739 | $3,093-76.1% | $3,883-81.0% | $4,299-82.8% |
| Admin fee / account holder | $558 | $5,682-90.2% | $5,764-90.3% | $6,940-92.0% |