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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 | $18,905 | $79,955-76.4% | $98,461-80.8% | $75,173-74.9% |
| Participation rate | 69.0% | 70.4%-1.4pp | 75.2%-6.2pp | 67.2%+1.8pp |
| Annual return | 18.31% | 19.75%-1.4pp | 21.17%-2.9pp | 160.72%-142.4pp |
| Employer contribution / active EE | $583 | $2,264-74.2% | $3,049-80.9% | $2,671-78.2% |
| Participant deferral / active EE | $825 | $3,752-78.0% | $4,738-82.6% | $4,126-80.0% |
| Admin fee / account holder | $9,870 | $6,841+44.3% | $8,961+10.2% | $5,651+74.7% |