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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 | $23,924 | $67,602-64.6% | $82,312-70.9% | $70,126-65.9% |
| Participation rate | 45.2% | 72.8%-27.6pp | 76.9%-31.7pp | 69.5%-24.4pp |
| Annual return | 16.57% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $471 | $1,755-73.2% | $2,428-80.6% | $2,343-79.9% |
| Participant deferral / active EE | $1,136 | $2,987-62.0% | $3,706-69.3% | $3,332-65.9% |
| Admin fee / account holder | $4,423 | $4,512-2.0% | $5,608-21.1% | $4,645-4.8% |