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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 | $18,092 | $95,453-81.0% | $112,040-83.9% | $82,448-78.1% |
| Participation rate | 22.2% | 72.8%-50.5pp | 76.5%-54.3pp | 68.1%-45.8pp |
| Annual return | 17.39% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $685 | $2,318-70.4% | $2,954-76.8% | $2,551-73.1% |
| Participant deferral / active EE | $895 | $4,224-78.8% | $5,098-82.4% | $4,139-78.4% |
| Admin fee / account holder | $931 | $9,013-89.7% | $12,098-92.3% | $7,234-87.1% |