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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 | $15,608 | $76,551-79.6% | $123,894-87.4% | $62,881-75.2% |
| Participation rate | 36.7% | 73.0%-36.2pp | 81.4%-44.7pp | 69.3%-32.6pp |
| Annual return | 6.66% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $623 | $2,882-78.4% | $4,617-86.5% | $2,281-72.7% |
| Participant deferral / active EE | $1,407 | $4,840-70.9% | $5,984-76.5% | $3,203-56.1% |
| Admin fee / account holder | $1,278 | $4,826-73.5% | $8,357-84.7% | $4,296-70.2% |