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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 | $16,708 | $135,956-87.7% | $123,894-86.5% | $273,972-93.9% |
| Participation rate | 26.7% | 84.1%-57.4pp | 81.4%-54.7pp | 83.0%-56.3pp |
| Annual return | 20.98% | 56.63%-35.7pp | 47.52%-26.5pp | 41.46%-20.5pp |
| Employer contribution / active EE | $1,209 | $5,170-76.6% | $4,617-73.8% | $4,869-75.2% |
| Participant deferral / active EE | $837 | $6,343-86.8% | $5,984-86.0% | $5,287-84.2% |
| Admin fee / account holder | $1,914 | $9,817-80.5% | $8,357-77.1% | $10,133-81.1% |