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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 | $16,729 | $60,349-72.3% | $74,184-77.4% | $62,881-73.4% |
| Participation rate | 42.5% | 72.7%-30.2pp | 76.6%-34.1pp | 69.3%-26.8pp |
| Annual return | 5.62% | 21.38%-15.8pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $600 | $1,680-64.3% | $2,370-74.7% | $2,281-73.7% |
| Participant deferral / active EE | $711 | $2,856-75.1% | $3,550-80.0% | $3,203-77.8% |
| Admin fee / account holder | $4,082 | $4,261-4.2% | $5,586-26.9% | $4,296-5.0% |