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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 | $15,602 | $72,273-78.4% | $101,275-84.6% | $79,856-80.5% |
| Participation rate | 30.8% | 68.5%-37.7pp | 75.8%-45.0pp | 69.6%-38.9pp |
| Annual return | 25.76% | 22.30%+3.5pp | 46.48%-20.7pp | 31.71%-5.9pp |
| Employer contribution / active EE | $677 | $2,691-74.9% | $3,660-81.5% | $2,471-72.6% |
| Participant deferral / active EE | $977 | $3,282-70.2% | $4,371-77.6% | $3,741-73.9% |
| Admin fee / account holder | $357 | $4,401-91.9% | $5,948-94.0% | $5,306-93.3% |