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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 | $29,558 | $86,919-66.0% | $102,457-71.2% | $80,911-63.5% |
| Participation rate | 40.5% | 72.4%-31.9pp | 76.5%-36.0pp | 67.6%-27.2pp |
| Annual return | 11.54% | 18.90%-7.4pp | 29.41%-17.9pp | 35.63%-24.1pp |
| Employer contribution / active EE | $975 | $2,368-58.8% | $3,022-67.7% | $2,756-64.6% |
| Participant deferral / active EE | $1,350 | $4,119-67.2% | $5,054-73.3% | $4,297-68.6% |
| Admin fee / account holder | $1,298 | $8,049-83.9% | $9,451-86.3% | $6,935-81.3% |