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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 | $143,969-73.0% | $199,883-80.5% | $82,637-52.9% |
| Participation rate | 68.6% | 84.1%-15.6pp | 86.8%-18.2pp | 68.1%+0.5pp |
| Annual return | 23.95% | 25.67%-1.7pp | 43.81%-19.9pp | 53.51%-29.6pp |
| Employer contribution / active EE | $2,317 | $4,632-50.0% | $6,261-63.0% | $2,552-9.2% |
| Participant deferral / active EE | $2,856 | $6,937-58.8% | $9,138-68.7% | $4,126-30.8% |
| Admin fee / account holder | $24,499 | $14,597+67.8% | $17,268+41.9% | $7,339+233.8% |