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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 | $18,950 | $201,372-90.6% | $184,260-89.7% | $145,884-87.0% |
| Participation rate | 43.8% | 87.5%-43.7pp | 86.8%-43.1pp | 80.3%-36.6pp |
| Annual return | 14.29% | 29.04%-14.8pp | 28.84%-14.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $3,159 | $7,024-55.0% | $6,427-50.9% | $4,662-32.3% |
| Participant deferral / active EE | $579 | $9,808-94.1% | $9,133-93.7% | $6,690-91.4% |
| Admin fee / account holder | $1,549 | $16,362-90.5% | $13,898-88.9% | $13,392-88.4% |