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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 | $25,619 | $85,515-70.0% | $112,040-77.1% | $67,986-62.3% |
| Participation rate | 45.8% | 68.2%-22.4pp | 76.5%-30.7pp | 57.2%-11.4pp |
| Annual return | 19.88% | 29.68%-9.8pp | 24.52%-4.6pp | 31.67%-11.8pp |
| Employer contribution / active EE | $1,512 | $2,191-31.0% | $2,954-48.8% | $2,019-25.1% |
| Participant deferral / active EE | $1,592 | $4,014-60.3% | $5,098-68.8% | $3,358-52.6% |
| Admin fee / account holder | $779 | $3,774-79.4% | $12,098-93.6% | $3,203-75.7% |