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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 | $19,009 | $79,867-76.2% | $120,344-84.2% | $64,340-70.5% |
| Participation rate | 56.5% | 63.0%-6.5pp | 76.7%-20.2pp | 55.2%+1.2pp |
| Annual return | 12.96% | 21.10%-8.1pp | 20.30%-7.3pp | 24.14%-11.2pp |
| Employer contribution / active EE | $722 | $1,925-62.5% | $3,020-76.1% | $1,862-61.2% |
| Participant deferral / active EE | $1,348 | $3,593-62.5% | $5,135-73.8% | $2,980-54.8% |
| Admin fee / account holder | $3,981 | $5,039-21.0% | $12,742-68.8% | $3,703+7.5% |