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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 | $21,693 | $95,453-77.3% | $112,040-80.6% | $82,448-73.7% |
| Participation rate | 54.7% | 72.8%-18.0pp | 76.5%-21.8pp | 68.1%-13.4pp |
| Annual return | 18.15% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $694 | $2,318-70.0% | $2,954-76.5% | $2,551-72.8% |
| Participant deferral / active EE | $1,565 | $4,224-62.9% | $5,098-69.3% | $4,139-62.2% |
| Admin fee / account holder | $811 | $9,013-91.0% | $12,098-93.3% | $7,234-88.8% |