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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 | $14,139 | $106,524-86.7% | $152,301-90.7% | $87,485-83.8% |
| Participation rate | 53.9% | 75.8%-21.8pp | 82.4%-28.5pp | 68.9%-15.0pp |
| Annual return | 15.32% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $814 | $3,371-75.8% | $4,624-82.4% | $2,596-68.6% |
| Participant deferral / active EE | $1,486 | $6,525-77.2% | $8,004-81.4% | $4,274-65.2% |
| Admin fee / account holder | $1,761 | $8,287-78.8% | $14,398-87.8% | $7,775-77.4% |