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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 | $26,502 | $105,284-74.8% | $150,734-82.4% | $94,015-71.8% |
| Participation rate | 67.7% | 71.7%-4.0pp | 78.4%-10.7pp | 70.8%-3.1pp |
| Annual return | 15.23% | 15.67%-0.4pp | 600.81%-585.6pp | 17.84%-2.6pp |
| Employer contribution / active EE | $3,444 | $3,599-4.3% | $4,918-30.0% | $2,790+23.4% |
| Participant deferral / active EE | $1,833 | $4,274-57.1% | $5,610-67.3% | $4,249-56.9% |
| Admin fee / account holder | $3,674 | $9,839-62.7% | $14,905-75.3% | $8,951-59.0% |