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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 | $14,058 | $181,896-92.3% | $156,551-91.0% | $273,972-94.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 9.97% | 30.74%-20.8pp | 32.23%-22.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,043 | $6,248-67.3% | $5,501-62.9% | $4,869-58.0% |
| Participant deferral / active EE | $897 | $5,550-83.8% | $4,871-81.6% | $5,287-83.0% |
| Admin fee / account holder | $551 | $15,560-96.5% | $13,028-95.8% | $10,133-94.6% |