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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 | $33,199 | $97,550-66.0% | $120,344-72.4% | $87,485-62.1% |
| Participation rate | 37.9% | 72.8%-34.9pp | 76.7%-38.8pp | 68.9%-31.0pp |
| Annual return | 15.92% | 18.41%-2.5pp | 20.30%-4.4pp | 26.06%-10.1pp |
| Employer contribution / active EE | $805 | $2,291-64.8% | $3,020-73.3% | $2,596-69.0% |
| Participant deferral / active EE | $1,891 | $4,230-55.3% | $5,135-63.2% | $4,274-55.7% |
| Admin fee / account holder | $2,996 | $9,543-68.6% | $12,742-76.5% | $7,775-61.5% |