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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 | $7,375 | $181,896-95.9% | $156,551-95.3% | $273,972-97.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 11.15% | 30.74%-19.6pp | 32.23%-21.1pp | 41.46%-30.3pp |
| Employer contribution / active EE | $1,569 | $6,248-74.9% | $5,501-71.5% | $4,869-67.8% |
| Participant deferral / active EE | $1,575 | $5,550-71.6% | $4,871-67.7% | $5,287-70.2% |
| Admin fee / account holder | $303 | $15,560-98.1% | $13,028-97.7% | $10,133-97.0% |