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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 | $21,004 | $275,752-92.4% | $256,809-91.8% | $198,609-89.4% |
| Participation rate | 63.6% | 89.2%-25.5pp | 88.5%-24.9pp | 82.4%-18.7pp |
| Annual return | 23.12% | 34.81%-11.7pp | 32.73%-9.6pp | 202.70%-179.6pp |
| Employer contribution / active EE | $2,848 | $7,721-63.1% | $7,263-60.8% | $5,055-43.7% |
| Participant deferral / active EE | $3,365 | $10,037-66.5% | $9,520-64.7% | $6,977-51.8% |
| Admin fee / account holder | $3,087 | $25,716-88.0% | $25,146-87.7% | $19,030-83.8% |