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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 | $15,828 | $136,860-88.4% | $120,344-86.8% | $154,746-89.8% |
| Participation rate | 30.8% | 79.9%-49.1pp | 76.7%-45.9pp | 80.7%-49.9pp |
| Annual return | 21.59% | 21.38%+0.2pp | 20.30%+1.3pp | 172.34%-150.7pp |
| Employer contribution / active EE | $958 | $3,533-72.9% | $3,020-68.3% | $4,379-78.1% |
| Participant deferral / active EE | $1,623 | $5,793-72.0% | $5,135-68.4% | $6,730-75.9% |
| Admin fee / account holder | $1,041 | $15,393-93.2% | $12,742-91.8% | $14,365-92.8% |