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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 | $8,162 | $89,515-90.9% | $103,486-92.1% | $80,935-89.9% |
| Participation rate | 44.4% | 76.0%-31.6pp | 80.5%-36.1pp | 67.7%-23.2pp |
| Annual return | 11.74% | 22.82%-11.1pp | 23.93%-12.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,045 | $4,015-74.0% | $4,679-77.7% | $2,757-62.1% |
| Participant deferral / active EE | $1,298 | $5,463-76.2% | $6,628-80.4% | $4,299-69.8% |
| Admin fee / account holder | $3,646 | $6,527-44.1% | $9,354-61.0% | $6,924-47.3% |