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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 | $19,554 | $73,978-73.6% | $96,515-79.7% | $75,173-74.0% |
| Participation rate | 52.7% | 66.4%-13.7pp | 74.3%-21.6pp | 67.2%-14.5pp |
| Annual return | 15.48% | 26.72%-11.2pp | 35.73%-20.3pp | 160.72%-145.2pp |
| Employer contribution / active EE | $897 | $2,931-69.4% | $3,740-76.0% | $2,671-66.4% |
| Participant deferral / active EE | $885 | $3,660-75.8% | $4,880-81.9% | $4,126-78.6% |
| Admin fee / account holder | $5,868 | $5,219+12.4% | $6,735-12.9% | $5,651+3.8% |