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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 | $15,719 | $80,985-80.6% | $96,576-83.7% | $75,181-79.1% |
| Participation rate | 58.6% | 71.8%-13.2pp | 76.0%-17.4pp | 67.2%-8.6pp |
| Annual return | 18.28% | 27.05%-8.8pp | 25.87%-7.6pp | 160.69%-142.4pp |
| Employer contribution / active EE | $799 | $2,282-65.0% | $2,965-73.0% | $2,671-70.1% |
| Participant deferral / active EE | $293 | $3,929-92.5% | $4,851-94.0% | $4,126-92.9% |
| Admin fee / account holder | $2,022 | $6,719-69.9% | $8,253-75.5% | $5,650-64.2% |