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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 | $23,029 | $67,606-65.9% | $82,313-72.0% | $70,124-67.2% |
| Participation rate | 43.4% | 72.8%-29.4pp | 76.9%-33.5pp | 69.5%-26.1pp |
| Annual return | 18.18% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $500 | $1,755-71.5% | $2,428-79.4% | $2,342-78.6% |
| Participant deferral / active EE | $1,028 | $2,987-65.6% | $3,706-72.2% | $3,332-69.1% |
| Admin fee / account holder | $7,066 | $4,512+56.6% | $5,608+26.0% | $4,645+52.1% |