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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 | $94,436-69.4% | $115,599-75.0% | $82,637-65.0% |
| Participation rate | 25.8% | 70.4%-44.6pp | 74.3%-48.5pp | 68.1%-42.2pp |
| Annual return | 17.79% | 18.37%-0.6pp | 111.10%-93.3pp | 53.51%-35.7pp |
| Employer contribution / active EE | $773 | $2,324-66.7% | $2,955-73.8% | $2,552-69.7% |
| Participant deferral / active EE | $1,513 | $3,955-61.7% | $4,889-69.1% | $4,126-63.3% |
| Admin fee / account holder | $4,214 | $10,328-59.2% | $12,841-67.2% | $7,339-42.6% |