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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 | $24,951 | $181,896-86.3% | $156,551-84.1% | $273,972-90.9% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 6.76% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,384 | $6,248-77.8% | $5,501-74.8% | $4,869-71.6% |
| Participant deferral / active EE | $1,867 | $5,550-66.4% | $4,871-61.7% | $5,287-64.7% |
| Admin fee / account holder | $6,705 | $15,560-56.9% | $13,028-48.5% | $10,133-33.8% |