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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 | $28,197 | $87,132-67.6% | $105,624-73.3% | $80,959-65.2% |
| Participation rate | 24.5% | 70.4%-45.9pp | 75.3%-50.7pp | 67.7%-43.1pp |
| Annual return | 12.06% | 17.03%-5.0pp | 116.20%-104.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $966 | $2,397-59.7% | $3,168-69.5% | $2,757-65.0% |
| Participant deferral / active EE | $1,146 | $3,985-71.3% | $5,013-77.1% | $4,300-73.4% |
| Admin fee / account holder | $3,933 | $8,449-53.4% | $10,961-64.1% | $6,925-43.2% |