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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 | $21,910 | $60,349-63.7% | $74,184-70.5% | $62,881-65.2% |
| Participation rate | 41.9% | 72.7%-30.8pp | 76.6%-34.7pp | 69.3%-27.4pp |
| Annual return | 10.21% | 21.38%-11.2pp | 17.74%-7.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $494 | $1,680-70.6% | $2,370-79.2% | $2,281-78.4% |
| Participant deferral / active EE | $1,212 | $2,856-57.6% | $3,550-65.8% | $3,203-62.1% |
| Admin fee / account holder | $1,181 | $4,261-72.3% | $5,586-78.9% | $4,296-72.5% |