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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 | $17,965 | $80,983-77.8% | $96,544-81.4% | $75,177-76.1% |
| Participation rate | 63.4% | 71.8%-8.4pp | 76.0%-12.6pp | 67.2%-3.8pp |
| Annual return | 21.93% | 27.05%-5.1pp | 25.88%-4.0pp | 160.75%-138.8pp |
| Employer contribution / active EE | $801 | $2,282-64.9% | $2,966-73.0% | $2,671-70.0% |
| Participant deferral / active EE | $1,569 | $3,929-60.1% | $4,851-67.7% | $4,126-62.0% |
| Admin fee / account holder | $1,058 | $6,717-84.3% | $8,254-87.2% | $5,651-81.3% |