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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 | $15,344 | $54,541-71.9% | $78,778-80.5% | $70,131-78.1% |
| Participation rate | 34.0% | 60.8%-26.8pp | 69.2%-35.2pp | 69.5%-35.6pp |
| Annual return | 18.98% | 21.07%-2.1pp | 35.62%-16.6pp | 73.14%-54.2pp |
| Employer contribution / active EE | $588 | $1,089-46.0% | $1,986-70.4% | $2,342-74.9% |
| Participant deferral / active EE | $922 | $2,210-58.3% | $2,958-68.8% | $3,332-72.3% |
| Admin fee / account holder | $997 | $3,709-73.1% | $5,134-80.6% | $4,645-78.5% |