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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 | $22,921 | $181,896-87.4% | $156,551-85.4% | $273,972-91.6% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 6.08% | 30.74%-24.7pp | 32.23%-26.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,639 | $6,248-73.8% | $5,501-70.2% | $4,869-66.3% |
| Participant deferral / active EE | $1,059 | $5,550-80.9% | $4,871-78.3% | $5,287-80.0% |
| Admin fee / account holder | $330 | $15,560-97.9% | $13,028-97.5% | $10,133-96.7% |