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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 | $20,512 | $68,868-70.2% | $183,328-88.8% | $67,986-69.8% |
| Participation rate | 30.4% | 57.0%-26.6pp | 77.3%-46.9pp | 57.2%-26.8pp |
| Annual return | 24.12% | 28.80%-4.7pp | 29.67%-5.6pp | 31.67%-7.5pp |
| Employer contribution / active EE | $898 | $2,917-69.2% | $5,055-82.2% | $2,019-55.5% |
| Participant deferral / active EE | $774 | $4,364-82.3% | $6,795-88.6% | $3,358-77.0% |
| Admin fee / account holder | $2,683 | $3,805-29.5% | $21,427-87.5% | $3,203-16.2% |