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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 | $7,840 | $95,453-91.8% | $112,040-93.0% | $82,448-90.5% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.5%-30.3pp | 68.1%-21.9pp |
| Annual return | 20.86% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $740 | $2,318-68.1% | $2,954-74.9% | $2,551-71.0% |
| Participant deferral / active EE | $1,106 | $4,224-73.8% | $5,098-78.3% | $4,139-73.3% |
| Admin fee / account holder | $1,815 | $9,013-79.9% | $12,098-85.0% | $7,234-74.9% |