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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 | $22,619 | $98,463-77.0% | $119,258-81.0% | $85,847-73.7% |
| Participation rate | 55.6% | 77.6%-22.0pp | 82.7%-27.2pp | 69.3%-13.8pp |
| Annual return | 13.95% | 38.53%-24.6pp | 30.69%-16.7pp | 318.61%-304.7pp |
| Employer contribution / active EE | $1,233 | $3,698-66.7% | $4,384-71.9% | $2,565-51.9% |
| Participant deferral / active EE | $1,608 | $4,942-67.5% | $6,111-73.7% | $3,952-59.3% |
| Admin fee / account holder | $1,957 | $7,493-73.9% | $7,226-72.9% | $6,261-68.7% |