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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 | $35,830 | $212,777-83.2% | $173,703-79.4% | $198,609-82.0% |
| Participation rate | 69.2% | 81.1%-11.8pp | 75.9%-6.7pp | 82.4%-13.1pp |
| Annual return | 16.59% | 18.82%-2.2pp | 17.46%-0.9pp | 202.70%-186.1pp |
| Employer contribution / active EE | $2,318 | $5,214-55.5% | $4,288-45.9% | $5,055-54.2% |
| Participant deferral / active EE | $1,373 | $5,697-75.9% | $4,854-71.7% | $6,977-80.3% |
| Admin fee / account holder | $563 | $19,536-97.1% | $15,562-96.4% | $19,030-97.0% |