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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 | $21,176 | $76,834-72.4% | $108,359-80.5% | $87,485-75.8% |
| Participation rate | 38.6% | 61.7%-23.2pp | 70.1%-31.6pp | 68.9%-30.4pp |
| Annual return | 14.12% | 19.09%-5.0pp | 36.89%-22.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $434 | $1,556-72.1% | $2,399-81.9% | $2,596-83.3% |
| Participant deferral / active EE | $589 | $3,100-81.0% | $4,137-85.8% | $4,274-86.2% |
| Admin fee / account holder | $1,731 | $6,537-73.5% | $9,741-82.2% | $7,775-77.7% |