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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 | $16,879 | $99,994-83.1% | $146,643-88.5% | $85,847-80.3% |
| Participation rate | 62.1% | 73.1%-11.0pp | 80.1%-18.0pp | 69.3%-7.3pp |
| Annual return | 13.86% | 18.93%-5.1pp | 22.75%-8.9pp | 318.61%-304.8pp |
| Employer contribution / active EE | $1,424 | $2,559-44.3% | $4,137-65.6% | $2,565-44.5% |
| Participant deferral / active EE | $1,729 | $4,006-56.8% | $5,506-68.6% | $3,952-56.2% |
| Admin fee / account holder | $1,039 | $7,703-86.5% | $10,280-89.9% | $6,261-83.4% |