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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 | $27,648 | $181,896-84.8% | $156,551-82.3% | $273,972-89.9% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 48.41% | 30.74%+17.7pp | 32.23%+16.2pp | 41.46%+7.0pp |
| Employer contribution / active EE | $7,088 | $6,248+13.4% | $5,501+28.8% | $4,869+45.6% |
| Participant deferral / active EE | $1,333 | $5,550-76.0% | $4,871-72.6% | $5,287-74.8% |
| Admin fee / account holder | $5,169 | $15,560-66.8% | $13,028-60.3% | $10,133-49.0% |