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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 | $20,414 | $76,371-73.3% | $93,621-78.2% | $72,976-72.0% |
| Participation rate | 32.1% | 71.8%-39.6pp | 75.8%-43.7pp | 69.5%-37.3pp |
| Annual return | 20.25% | 25.82%-5.6pp | 32.76%-12.5pp | 81.02%-60.8pp |
| Employer contribution / active EE | $681 | $2,276-70.1% | $2,719-75.0% | $2,440-72.1% |
| Participant deferral / active EE | $957 | $3,538-73.0% | $4,070-76.5% | $3,608-73.5% |
| Admin fee / account holder | $1,891 | $6,839-72.4% | $7,890-76.0% | $5,124-63.1% |