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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 | $11,007 | $86,919-87.3% | $102,457-89.3% | $80,911-86.4% |
| Participation rate | 25.0% | 72.4%-47.4pp | 76.5%-51.5pp | 67.6%-42.6pp |
| Annual return | 13.13% | 18.90%-5.8pp | 29.41%-16.3pp | 35.63%-22.5pp |
| Employer contribution / active EE | $1,206 | $2,368-49.1% | $3,022-60.1% | $2,756-56.2% |
| Participant deferral / active EE | $1,286 | $4,119-68.8% | $5,054-74.6% | $4,297-70.1% |
| Admin fee / account holder | $319 | $8,049-96.0% | $9,451-96.6% | $6,935-95.4% |