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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 | $11,406 | $72,492-84.3% | $87,104-86.9% | $72,975-84.4% |
| Participation rate | 66.0% | 72.8%-6.8pp | 76.9%-10.8pp | 69.5%-3.5pp |
| Annual return | 24.15% | 24.46%-0.3pp | 28.19%-4.0pp | 81.01%-56.9pp |
| Employer contribution / active EE | $781 | $1,894-58.8% | $2,521-69.0% | $2,440-68.0% |
| Participant deferral / active EE | $1,112 | $3,270-66.0% | $4,048-72.5% | $3,608-69.2% |
| Admin fee / account holder | $1,135 | $5,055-77.6% | $7,491-84.9% | $5,124-77.9% |