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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 | $26,566 | $146,267-81.8% | $197,124-86.5% | $82,448-67.8% |
| Participation rate | 60.6% | 84.0%-23.4pp | 86.7%-26.1pp | 68.1%-7.5pp |
| Annual return | 19.99% | 29.61%-9.6pp | 44.34%-24.4pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,129 | $4,723-54.9% | $6,227-65.8% | $2,551-16.5% |
| Participant deferral / active EE | $2,760 | $7,035-60.8% | $9,135-69.8% | $4,139-33.3% |
| Admin fee / account holder | $1,013 | $14,422-93.0% | $16,298-93.8% | $7,234-86.0% |