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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 | $25,511 | $101,778-74.9% | $164,975-84.5% | $80,925-68.5% |
| Participation rate | 40.5% | 71.8%-31.3pp | 78.6%-38.1pp | 67.7%-27.1pp |
| Annual return | 31.10% | 16.73%+14.4pp | 70.12%-39.0pp | 35.65%-4.5pp |
| Employer contribution / active EE | $979 | $2,954-66.8% | $4,343-77.4% | $2,756-64.5% |
| Participant deferral / active EE | $1,888 | $4,477-57.8% | $6,033-68.7% | $4,299-56.1% |
| Admin fee / account holder | $3,864 | $8,221-53.0% | $12,688-69.5% | $6,940-44.3% |