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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 | $11,846 | $81,457-85.5% | $103,378-88.5% | $80,911-85.4% |
| Participation rate | 48.0% | 66.8%-18.8pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 12.26% | 25.58%-13.3pp | 24.91%-12.6pp | 35.63%-23.4pp |
| Employer contribution / active EE | $985 | $3,107-68.3% | $3,870-74.5% | $2,756-64.3% |
| Participant deferral / active EE | $1,455 | $3,871-62.4% | $5,058-71.2% | $4,297-66.1% |
| Admin fee / account holder | $720 | $6,717-89.3% | $8,401-91.4% | $6,935-89.6% |