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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 | $16,465 | $181,896-90.9% | $156,551-89.5% | $273,972-94.0% |
| Participation rate | 21.4% | 88.4%-67.0pp | 84.0%-62.6pp | 83.0%-61.6pp |
| Annual return | 17.03% | 30.74%-13.7pp | 32.23%-15.2pp | 41.46%-24.4pp |
| Employer contribution / active EE | $3,354 | $6,248-46.3% | $5,501-39.0% | $4,869-31.1% |
| Participant deferral / active EE | $1,627 | $5,550-70.7% | $4,871-66.6% | $5,287-69.2% |
| Admin fee / account holder | $24,552 | $15,560+57.8% | $13,028+88.5% | $10,133+142.3% |