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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 | $95,084-80.0% | $140,514-86.5% | $69,733-72.7% |
| Participation rate | 56.5% | 68.7%-12.2pp | 77.8%-21.3pp | 62.5%-6.0pp |
| Annual return | 12.96% | 18.56%-5.6pp | 14.36%-1.4pp | 15.22%-2.3pp |
| Employer contribution / active EE | $722 | $2,405-70.0% | $3,378-78.6% | $2,250-67.9% |
| Participant deferral / active EE | $1,348 | $3,868-65.2% | $4,919-72.6% | $3,054-55.9% |
| Admin fee / account holder | $3,981 | $4,885-18.5% | $13,697-70.9% | $3,102+28.3% |