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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 | $28,916 | $109,620-73.6% | $148,496-80.5% | $94,015-69.2% |
| Participation rate | 25.8% | 71.3%-45.4pp | 76.0%-50.2pp | 70.8%-45.0pp |
| Annual return | 17.79% | 17.54%+0.3pp | 12.33%+5.5pp | 17.84%-0.1pp |
| Employer contribution / active EE | $773 | $2,618-70.5% | $3,497-77.9% | $2,790-72.3% |
| Participant deferral / active EE | $1,513 | $3,831-60.5% | $4,808-68.5% | $4,249-64.4% |
| Admin fee / account holder | $4,214 | $10,050-58.1% | $19,547-78.4% | $8,951-52.9% |