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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 | $26,992 | $192,829-86.0% | $142,516-81.1% | $139,487-80.6% |
| Participation rate | 45.5% | 81.4%-36.0pp | 76.8%-31.3pp | 80.3%-34.9pp |
| Annual return | 11.00% | 18.07%-7.1pp | 20.03%-9.0pp | 373.84%-362.8pp |
| Employer contribution / active EE | $1,493 | $5,808-74.3% | $4,849-69.2% | $4,755-68.6% |
| Participant deferral / active EE | $2,151 | $7,200-70.1% | $6,280-65.7% | $6,713-68.0% |
| Admin fee / account holder | $19,552 | $15,120+29.3% | $10,008+95.4% | $11,407+71.4% |