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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 | $17,547 | $106,749-83.6% | $145,433-87.9% | $82,448-78.7% |
| Participation rate | 54.5% | 75.6%-21.1pp | 82.1%-27.6pp | 68.1%-13.5pp |
| Annual return | 22.31% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $2,729 | $3,444-20.8% | $4,554-40.1% | $2,551+7.0% |
| Participant deferral / active EE | $1,621 | $6,519-75.1% | $7,897-79.5% | $4,139-60.8% |
| Admin fee / account holder | $396 | $8,390-95.3% | $13,129-97.0% | $7,234-94.5% |