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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 | $132,820-76.3% | $135,982-76.8% | $132,820-76.3% |
| Participation rate | 50.8% | 74.3%-23.5pp | 80.1%-29.3pp | 74.3%-23.5pp |
| Annual return | 15.23% | 14.82%+0.4pp | -6.78%+22.0pp | 14.82%+0.4pp |
| Employer contribution / active EE | $941 | $4,144-77.3% | $2,922-67.8% | $4,144-77.3% |
| Participant deferral / active EE | $1,507 | $3,980-62.1% | $3,254-53.7% | $3,980-62.1% |
| Admin fee / account holder | $6,885 | $11,722-41.3% | $7,826-12.0% | $11,722-41.3% |