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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 | $10,987 | $72,471-84.8% | $94,215-88.3% | $86,983-87.4% |
| Participation rate | 68.9% | 63.9%+5.0pp | 70.0%-1.1pp | 69.5%-0.7pp |
| Annual return | 12.74% | 26.44%-13.7pp | 28.22%-15.5pp | 25.83%-13.1pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,280 | $3,397-62.3% | $4,276-70.1% | $4,194-69.5% |
| Admin fee / account holder | $738 | $6,468-88.6% | $10,216-92.8% | $7,856-90.6% |