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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 | $12,837 | $78,520-83.7% | $96,576-86.7% | $82,448-84.4% |
| Participation rate | 49.3% | 77.7%-28.5pp | 81.4%-32.2pp | 68.1%-18.8pp |
| Annual return | 17.49% | 41.30%-23.8pp | 38.47%-21.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $244 | $2,630-90.7% | $3,553-93.1% | $2,551-90.4% |
| Participant deferral / active EE | $762 | $6,754-88.7% | $7,956-90.4% | $4,139-81.6% |
| Admin fee / account holder | $656 | $13,455-95.1% | $11,381-94.2% | $7,234-90.9% |