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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 | $14,474 | $54,590-73.5% | $81,926-82.3% | $73,493-80.3% |
| Participation rate | 39.8% | 68.3%-28.5pp | 72.0%-32.2pp | 70.7%-30.9pp |
| Annual return | 14.52% | 17.74%-3.2pp | 29.49%-15.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $640 | $1,636-60.9% | $4,310-85.1% | $2,270-71.8% |
| Participant deferral / active EE | $828 | $2,759-70.0% | $7,108-88.3% | $3,740-77.9% |
| Admin fee / account holder | $417 | $592-29.5% | $5,159-91.9% | $513-18.7% |