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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 | $15,148 | $76,669-80.2% | $96,520-84.3% | $71,495-78.8% |
| Participation rate | 51.2% | 66.6%-15.4pp | 74.3%-23.2pp | 67.9%-16.8pp |
| Annual return | 18.71% | 48.29%-29.6pp | 35.72%-17.0pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,319 | $3,031-56.5% | $3,739-64.7% | $2,589-49.1% |
| Participant deferral / active EE | $326 | $3,771-91.4% | $4,879-93.3% | $4,291-92.4% |
| Admin fee / account holder | $1,941 | $2,028-4.3% | $6,733-71.2% | $1,588+22.3% |