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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 | $18,943 | $106,524-82.2% | $152,301-87.6% | $87,485-78.3% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.4%-46.4pp | 68.9%-32.9pp |
| Annual return | 20.75% | 26.89%-6.1pp | 80.50%-59.7pp | 26.06%-5.3pp |
| Employer contribution / active EE | $585 | $3,371-82.7% | $4,624-87.4% | $2,596-77.5% |
| Participant deferral / active EE | $855 | $6,525-86.9% | $8,004-89.3% | $4,274-80.0% |
| Admin fee / account holder | $1,508 | $8,287-81.8% | $14,398-89.5% | $7,775-80.6% |