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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 | $21,541 | $86,949-75.2% | $102,460-79.0% | $80,959-73.4% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 12.65% | 18.89%-6.2pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $757 | $2,370-68.0% | $3,025-75.0% | $2,757-72.5% |
| Participant deferral / active EE | $1,489 | $4,121-63.9% | $5,056-70.5% | $4,300-65.4% |
| Admin fee / account holder | $2,334 | $8,048-71.0% | $9,460-75.3% | $6,925-66.3% |