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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 | $23,986 | $213,785-88.8% | $185,441-87.1% | $155,188-84.5% |
| Participation rate | 68.8% | 83.2%-14.5pp | 80.3%-11.5pp | 80.8%-12.1pp |
| Annual return | 11.38% | 19.97%-8.6pp | 20.16%-8.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $1,947 | $5,393-63.9% | $4,672-58.3% | $4,248-54.2% |
| Participant deferral / active EE | $1,361 | $6,864-80.2% | $6,152-77.9% | $6,531-79.2% |
| Admin fee / account holder | $51,464 | $21,134+143.5% | $17,890+187.7% | $14,480+255.4% |