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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 | $14,917 | $135,956-89.0% | $123,894-88.0% | $273,972-94.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 8.54% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $930 | $5,170-82.0% | $4,617-79.9% | $4,869-80.9% |
| Participant deferral / active EE | $1,163 | $6,343-81.7% | $5,984-80.6% | $5,287-78.0% |
| Admin fee / account holder | $1,150 | $9,817-88.3% | $8,357-86.2% | $10,133-88.7% |