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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 | $23,572 | $95,453-75.3% | $112,040-79.0% | $82,448-71.4% |
| Participation rate | 34.1% | 72.8%-38.7pp | 76.5%-42.4pp | 68.1%-34.0pp |
| Annual return | 18.84% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $833 | $2,318-64.1% | $2,954-71.8% | $2,551-67.3% |
| Participant deferral / active EE | $1,594 | $4,224-62.3% | $5,098-68.7% | $4,139-61.5% |
| Admin fee / account holder | $987 | $9,013-89.0% | $12,098-91.8% | $7,234-86.4% |