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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 | $149,446-82.2% | $256,809-89.7% | $94,015-71.7% |
| Participation rate | 60.6% | 85.3%-24.7pp | 88.5%-27.9pp | 70.8%-10.2pp |
| Annual return | 19.99% | 17.55%+2.4pp | 32.73%-12.7pp | 17.84%+2.2pp |
| Employer contribution / active EE | $2,129 | $4,596-53.7% | $7,263-70.7% | $2,790-23.7% |
| Participant deferral / active EE | $2,760 | $6,491-57.5% | $9,520-71.0% | $4,249-35.0% |
| Admin fee / account holder | $1,013 | $24,035-95.8% | $25,146-96.0% | $8,951-88.7% |