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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 | $20,077 | $82,879-75.8% | $96,576-79.2% | $67,986-70.5% |
| Participation rate | 48.6% | 75.2%-26.6pp | 81.4%-32.9pp | 57.2%-8.6pp |
| Annual return | 20.04% | 36.90%-16.9pp | 38.47%-18.4pp | 31.67%-11.6pp |
| Employer contribution / active EE | $1,009 | $2,727-63.0% | $3,553-71.6% | $2,019-50.0% |
| Participant deferral / active EE | $1,916 | $6,976-72.5% | $7,956-75.9% | $3,358-42.9% |
| Admin fee / account holder | $4,329 | $2,783+55.6% | $11,381-62.0% | $3,203+35.2% |