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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 | $12,529 | $76,551-83.6% | $123,894-89.9% | $62,881-80.1% |
| Participation rate | 52.8% | 73.0%-20.2pp | 81.4%-28.6pp | 69.3%-16.5pp |
| Annual return | 11.10% | 18.68%-7.6pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $978 | $2,882-66.1% | $4,617-78.8% | $2,281-57.1% |
| Participant deferral / active EE | $1,669 | $4,840-65.5% | $5,984-72.1% | $3,203-47.9% |
| Admin fee / account holder | $386 | $4,826-92.0% | $8,357-95.4% | $4,296-91.0% |