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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 | $26,978 | $95,404-71.7% | $113,397-76.2% | $82,637-67.4% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.5%-40.5pp | 68.1%-32.1pp |
| Annual return | 12.75% | 19.08%-6.3pp | 23.20%-10.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $686 | $2,307-70.2% | $2,977-76.9% | $2,552-73.1% |
| Participant deferral / active EE | $870 | $4,220-79.4% | $5,076-82.9% | $4,126-78.9% |
| Admin fee / account holder | $15,439 | $9,168+68.4% | $11,957+29.1% | $7,339+110.4% |