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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 | $18,763 | $76,371-75.4% | $93,621-80.0% | $72,976-74.3% |
| Participation rate | 51.9% | 71.8%-19.9pp | 75.8%-24.0pp | 69.5%-17.6pp |
| Annual return | 19.16% | 25.82%-6.7pp | 32.76%-13.6pp | 81.02%-61.9pp |
| Employer contribution / active EE | $992 | $2,276-56.4% | $2,719-63.5% | $2,440-59.4% |
| Participant deferral / active EE | $1,003 | $3,538-71.6% | $4,070-75.3% | $3,608-72.2% |
| Admin fee / account holder | $345 | $6,839-95.0% | $7,890-95.6% | $5,124-93.3% |