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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 | $8,934 | $73,978-87.9% | $96,515-90.7% | $75,173-88.1% |
| Participation rate | 19.1% | 66.4%-47.3pp | 74.3%-55.2pp | 67.2%-48.1pp |
| Annual return | 14.25% | 26.72%-12.5pp | 35.73%-21.5pp | 160.72%-146.5pp |
| Employer contribution / active EE | $1,352 | $2,931-53.9% | $3,740-63.8% | $2,671-49.4% |
| Participant deferral / active EE | $888 | $3,660-75.7% | $4,880-81.8% | $4,126-78.5% |
| Admin fee / account holder | $1,333 | $5,219-74.5% | $6,735-80.2% | $5,651-76.4% |