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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 | $19,998 | $201,264-90.1% | $184,185-89.1% | $145,978-86.3% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 14.52% | 29.00%-14.5pp | 28.81%-14.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $2,750 | $7,021-60.8% | $6,426-57.2% | $4,662-41.0% |
| Participant deferral / active EE | $3,079 | $9,806-68.6% | $9,132-66.3% | $6,690-54.0% |
| Admin fee / account holder | $9,953 | $16,376-39.2% | $13,909-28.4% | $13,400-25.7% |