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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 | $11,351 | $76,551-85.2% | $123,894-90.8% | $62,881-81.9% |
| Participation rate | 36.1% | 73.0%-36.9pp | 81.4%-45.3pp | 69.3%-33.2pp |
| Annual return | 14.42% | 18.68%-4.3pp | 47.52%-33.1pp | 20.14%-5.7pp |
| Employer contribution / active EE | $848 | $2,882-70.6% | $4,617-81.6% | $2,281-62.8% |
| Participant deferral / active EE | $1,863 | $4,840-61.5% | $5,984-68.9% | $3,203-41.8% |
| Admin fee / account holder | $887 | $4,826-81.6% | $8,357-89.4% | $4,296-79.3% |