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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 | $15,835 | $99,875-84.1% | $146,866-89.2% | $86,983-81.8% |
| Participation rate | 50.8% | 75.8%-25.0pp | 82.5%-31.7pp | 69.5%-18.7pp |
| Annual return | 15.17% | 28.10%-12.9pp | 102.85%-87.7pp | 25.83%-10.7pp |
| Employer contribution / active EE | $938 | $3,224-70.9% | $4,425-78.8% | $2,584-63.7% |
| Participant deferral / active EE | $2,088 | $6,322-67.0% | $7,759-73.1% | $4,194-50.2% |
| Admin fee / account holder | $4,108 | $7,838-47.6% | $13,620-69.8% | $7,856-47.7% |