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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 | $27,568 | $181,896-84.8% | $156,551-82.4% | $273,972-89.9% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 9.81% | 30.74%-20.9pp | 32.23%-22.4pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,984 | $6,248-68.2% | $5,501-63.9% | $4,869-59.2% |
| Participant deferral / active EE | $619 | $5,550-88.9% | $4,871-87.3% | $5,287-88.3% |
| Admin fee / account holder | $17,160 | $15,560+10.3% | $13,028+31.7% | $10,133+69.4% |