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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 | $18,007 | $62,686-71.3% | $178,540-89.9% | $77,736-76.8% |
| Participation rate | 21.2% | 66.9%-45.7pp | 77.1%-55.9pp | 70.6%-49.4pp |
| Annual return | 13.75% | 16.16%-2.4pp | 27.15%-13.4pp | 31.26%-17.5pp |
| Employer contribution / active EE | $608 | $1,914-68.2% | $3,953-84.6% | $2,728-77.7% |
| Participant deferral / active EE | $1,077 | $4,224-74.5% | $6,281-82.8% | $4,651-76.8% |
| Admin fee / account holder | $3,633 | $386+841.1% | $10,424-65.1% | $433+738.5% |