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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 | $25,836 | $181,896-85.8% | $156,551-83.5% | $273,972-90.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 15.64% | 30.74%-15.1pp | 32.23%-16.6pp | 41.46%-25.8pp |
| Employer contribution / active EE | $1,834 | $6,248-70.7% | $5,501-66.7% | $4,869-62.3% |
| Participant deferral / active EE | $1,867 | $5,550-66.4% | $4,871-61.7% | $5,287-64.7% |
| Admin fee / account holder | $769 | $15,560-95.1% | $13,028-94.1% | $10,133-92.4% |