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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 | $31,539 | $122,131-74.2% | $131,174-76.0% | $122,131-74.2% |
| Participation rate | 50.8% | 75.1%-24.3pp | 76.2%-25.4pp | 75.1%-24.3pp |
| Annual return | 15.23% | 16.17%-0.9pp | -5.12%+20.3pp | 16.17%-0.9pp |
| Employer contribution / active EE | $941 | $3,608-73.9% | $3,181-70.4% | $3,608-73.9% |
| Participant deferral / active EE | $1,507 | $3,892-61.3% | $3,078-51.0% | $3,892-61.3% |
| Admin fee / account holder | $6,885 | $11,586-40.6% | $7,539-8.7% | $11,586-40.6% |