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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 | $15,904 | $88,707-82.1% | $74,184-78.6% | $273,972-94.2% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.6%-32.2pp | 83.0%-38.6pp |
| Annual return | 3.34% | 11.94%-8.6pp | 17.74%-14.4pp | 41.46%-38.1pp |
| Employer contribution / active EE | $553 | $3,159-82.5% | $2,370-76.7% | $4,869-88.6% |
| Participant deferral / active EE | $758 | $4,212-82.0% | $3,550-78.6% | $5,287-85.7% |
| Admin fee / account holder | $541 | $8,717-93.8% | $5,586-90.3% | $10,133-94.7% |