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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 | $14,679 | $72,492-79.8% | $87,102-83.1% | $72,983-79.9% |
| Participation rate | 53.8% | 72.8%-19.0pp | 76.9%-23.0pp | 69.5%-15.6pp |
| Annual return | 19.88% | 24.46%-4.6pp | 28.19%-8.3pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,087 | $1,894-42.6% | $2,521-56.9% | $2,440-55.4% |
| Participant deferral / active EE | $1,311 | $3,270-59.9% | $4,048-67.6% | $3,608-63.7% |
| Admin fee / account holder | $1,108 | $5,055-78.1% | $7,491-85.2% | $5,124-78.4% |