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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 | $13,540 | $153,769-91.2% | $133,975-89.9% | $273,972-95.1% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.1%-28.7pp | 83.0%-24.7pp |
| Annual return | 4.33% | 36.51%-32.2pp | 29.29%-25.0pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,381 | $6,029-77.1% | $5,211-73.5% | $4,869-71.6% |
| Participant deferral / active EE | $1,615 | $6,958-76.8% | $6,282-74.3% | $5,287-69.4% |
| Admin fee / account holder | $10,595 | $11,765-9.9% | $9,324+13.6% | $10,133+4.6% |