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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 | $24,714 | $192,829-87.2% | $142,516-82.7% | $139,466-82.3% |
| Participation rate | 66.7% | 81.4%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 15.20% | 17.99%-2.8pp | 19.99%-4.8pp | 373.66%-358.5pp |
| Employer contribution / active EE | $6,774 | $5,808+16.6% | $4,849+39.7% | $4,754+42.5% |
| Participant deferral / active EE | $359 | $7,200-95.0% | $6,280-94.3% | $6,712-94.6% |
| Admin fee / account holder | $2,865 | $15,120-81.1% | $10,008-71.4% | $11,409-74.9% |