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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 | $19,797 | $54,541-63.7% | $78,778-74.9% | $70,131-71.8% |
| Participation rate | 46.0% | 60.8%-14.8pp | 69.2%-23.2pp | 69.5%-23.5pp |
| Annual return | 17.20% | 21.07%-3.9pp | 35.62%-18.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $675 | $1,089-38.0% | $1,986-66.0% | $2,342-71.2% |
| Participant deferral / active EE | $977 | $2,210-55.8% | $2,958-67.0% | $3,332-70.7% |
| Admin fee / account holder | $616 | $3,709-83.4% | $5,134-88.0% | $4,645-86.7% |