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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 | $25,726 | $131,162-80.4% | $97,411-73.6% | $64,097-59.9% |
| Participation rate | 42.5% | 73.9%-31.3pp | 80.4%-37.8pp | 55.2%-12.7pp |
| Annual return | 13.09% | 37.93%-24.8pp | 34.72%-21.6pp | 34.64%-21.6pp |
| Employer contribution / active EE | $1,005 | $4,563-78.0% | $4,210-76.1% | $1,891-46.9% |
| Participant deferral / active EE | $1,979 | $6,687-70.4% | $5,886-66.4% | $3,080-35.7% |
| Admin fee / account holder | $2,253 | $2,928-23.1% | $7,145-68.5% | $3,454-34.8% |