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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 | $17,758 | $81,504-78.2% | $102,437-82.7% | $80,959-78.1% |
| Participation rate | 41.1% | 66.9%-25.7pp | 74.5%-33.4pp | 67.7%-26.6pp |
| Annual return | 12.55% | 25.60%-13.0pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $858 | $3,104-72.4% | $3,871-77.8% | $2,757-68.9% |
| Participant deferral / active EE | $1,595 | $3,871-58.8% | $5,060-68.5% | $4,300-62.9% |
| Admin fee / account holder | $956 | $6,719-85.8% | $8,388-88.6% | $6,925-86.2% |