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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 | $16,039 | $65,034-75.3% | $90,970-82.4% | $79,856-79.9% |
| Participation rate | 36.2% | 61.6%-25.4pp | 69.0%-32.8pp | 69.6%-33.4pp |
| Annual return | 10.60% | 30.45%-19.9pp | 134.60%-124.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $370 | $1,247-70.4% | $2,122-82.6% | $2,471-85.0% |
| Participant deferral / active EE | $915 | $2,512-63.6% | $3,373-72.9% | $3,741-75.5% |
| Admin fee / account holder | $5,505 | $4,536+21.4% | $5,961-7.6% | $5,306+3.7% |