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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 | $19,121 | $115,931-83.5% | $185,441-89.7% | $86,983-78.0% |
| Participation rate | 28.6% | 73.6%-45.1pp | 80.3%-51.7pp | 69.5%-41.0pp |
| Annual return | 19.20% | 21.47%-2.3pp | 20.16%-1.0pp | 25.83%-6.6pp |
| Employer contribution / active EE | $767 | $2,937-73.9% | $4,672-83.6% | $2,584-70.3% |
| Participant deferral / active EE | $1,269 | $4,551-72.1% | $6,152-79.4% | $4,194-69.7% |
| Admin fee / account holder | $1,772 | $10,687-83.4% | $17,890-90.1% | $7,856-77.4% |