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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 | $138,393-85.8% | $184,256-89.4% | $80,959-75.8% |
| Participation rate | 57.8% | 83.9%-26.1pp | 86.8%-29.0pp | 67.7%-9.9pp |
| Annual return | 28.21% | 20.01%+8.2pp | 28.85%-0.6pp | 35.67%-7.5pp |
| Employer contribution / active EE | $1,887 | $4,847-61.1% | $6,427-70.6% | $2,757-31.6% |
| Participant deferral / active EE | $2,862 | $7,076-59.6% | $9,133-68.7% | $4,300-33.4% |
| Admin fee / account holder | $3,915 | $10,489-62.7% | $13,899-71.8% | $6,925-43.5% |