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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 | $16,093 | $81,446-80.2% | $103,374-84.4% | $80,874-80.1% |
| Participation rate | 63.6% | 66.9%-3.2pp | 74.5%-10.9pp | 67.6%-4.0pp |
| Annual return | 14.93% | 25.57%-10.6pp | 24.89%-10.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $946 | $3,107-69.6% | $3,869-75.6% | $2,756-65.7% |
| Participant deferral / active EE | $1,043 | $3,870-73.1% | $5,058-79.4% | $4,297-75.7% |
| Admin fee / account holder | $1,567 | $6,715-76.7% | $8,394-81.3% | $6,935-77.4% |