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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 | $12,195 | $100,194-87.8% | $122,979-90.1% | $86,983-86.0% |
| Participation rate | 62.5% | 73.0%-10.5pp | 77.2%-14.7pp | 69.5%-7.0pp |
| Annual return | 13.22% | 16.47%-3.3pp | 20.12%-6.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $2,149 | $2,326-7.6% | $3,062-29.8% | $2,584-16.8% |
| Participant deferral / active EE | $530 | $4,133-87.2% | $5,003-89.4% | $4,194-87.4% |
| Admin fee / account holder | $2,614 | $10,148-74.2% | $12,864-79.7% | $7,856-66.7% |