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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 | $13,018 | $88,707-85.3% | $74,185-82.5% | $273,970-95.2% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 7.15% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $543 | $3,159-82.8% | $2,370-77.1% | $4,869-88.9% |
| Participant deferral / active EE | $670 | $4,212-84.1% | $3,550-81.1% | $5,287-87.3% |
| Admin fee / account holder | $1,223 | $8,717-86.0% | $5,586-78.1% | $10,132-87.9% |