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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 | $17,465 | $86,891-79.9% | $142,516-87.7% | $75,173-76.8% |
| Participation rate | 25.5% | 68.5%-43.0pp | 76.8%-51.2pp | 67.2%-41.7pp |
| Annual return | 14.49% | 23.31%-8.8pp | 19.99%-5.5pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,849-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,599 | $4,938-67.6% | $6,280-74.5% | $4,126-61.2% |
| Admin fee / account holder | $6,608 | $7,299-9.5% | $10,008-34.0% | $5,651+17.0% |