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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 | $19,623 | $138,385-85.8% | $184,200-89.3% | $80,874-75.7% |
| Participation rate | 57.8% | 83.9%-26.1pp | 86.8%-29.0pp | 67.6%-9.8pp |
| Annual return | 28.21% | 20.02%+8.2pp | 28.80%-0.6pp | 35.62%-7.4pp |
| Employer contribution / active EE | $1,887 | $4,849-61.1% | $6,424-70.6% | $2,756-31.5% |
| Participant deferral / active EE | $2,862 | $7,073-59.5% | $9,132-68.7% | $4,297-33.4% |
| Admin fee / account holder | $3,915 | $10,483-62.7% | $13,907-71.9% | $6,935-43.6% |