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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 | $10,004 | $58,493-82.9% | $84,021-88.1% | $72,975-86.3% |
| Participation rate | 36.6% | 61.2%-24.6pp | 69.0%-32.4pp | 69.5%-32.9pp |
| Annual return | 17.43% | 28.93%-11.5pp | 71.32%-53.9pp | 81.01%-63.6pp |
| Employer contribution / active EE | $663 | $1,163-43.0% | $1,984-66.6% | $2,440-72.8% |
| Participant deferral / active EE | $963 | $2,394-59.8% | $3,239-70.3% | $3,608-73.3% |
| Admin fee / account holder | $2,009 | $4,569-56.0% | $6,102-67.1% | $5,124-60.8% |