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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 | $204,329 | $183,415+11.4% | $157,143+30.0% | $382,429-46.6% |
| Participation rate | 60.9% | 89.8%-29.0pp | 84.9%-24.0pp | 87.7%-26.9pp |
| Annual return | 19.58% | -8.41%+28.0pp | -5.74%+25.3pp | 248.85%-229.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,066-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $4,299 | $4,194+2.5% | $3,906+10.1% | $5,727-24.9% |
| Admin fee / account holder | $1,240 | $18,825-93.4% | $15,459-92.0% | $30,732-96.0% |