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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 | $38,904 | $146,267-73.4% | $197,124-80.3% | $82,448-52.8% |
| Participation rate | 68.6% | 84.0%-15.4pp | 86.7%-18.1pp | 68.1%+0.5pp |
| Annual return | 23.95% | 29.61%-5.7pp | 44.34%-20.4pp | 41.64%-17.7pp |
| Employer contribution / active EE | $2,317 | $4,723-50.9% | $6,227-62.8% | $2,551-9.2% |
| Participant deferral / active EE | $2,856 | $7,035-59.4% | $9,135-68.7% | $4,139-31.0% |
| Admin fee / account holder | $24,499 | $14,422+69.9% | $16,298+50.3% | $7,234+238.6% |