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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 | $19,363 | $76,551-74.7% | $123,894-84.4% | $62,881-69.2% |
| Participation rate | 44.7% | 73.0%-28.2pp | 81.4%-36.7pp | 69.3%-24.6pp |
| Annual return | 9.17% | 18.68%-9.5pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,015 | $2,882-64.8% | $4,617-78.0% | $2,281-55.5% |
| Participant deferral / active EE | $1,426 | $4,840-70.5% | $5,984-76.2% | $3,203-55.5% |
| Admin fee / account holder | $562 | $4,826-88.4% | $8,357-93.3% | $4,296-86.9% |