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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 | $28,918 | $97,550-70.4% | $120,344-76.0% | $87,485-66.9% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.7%-43.4pp | 68.9%-35.6pp |
| Annual return | 15.68% | 18.41%-2.7pp | 20.30%-4.6pp | 26.06%-10.4pp |
| Employer contribution / active EE | $721 | $2,291-68.5% | $3,020-76.1% | $2,596-72.2% |
| Participant deferral / active EE | $887 | $4,230-79.0% | $5,135-82.7% | $4,274-79.3% |
| Admin fee / account holder | $1,928 | $9,543-79.8% | $12,742-84.9% | $7,775-75.2% |