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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 | $21,845 | $114,712-81.0% | $173,730-87.4% | $87,485-75.0% |
| Participation rate | 58.8% | 73.0%-14.2pp | 79.6%-20.7pp | 68.9%-10.1pp |
| Annual return | 16.63% | 20.18%-3.6pp | 19.96%-3.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,570 | $2,904-45.9% | $4,577-65.7% | $2,596-39.5% |
| Participant deferral / active EE | $2,096 | $4,642-54.8% | $6,326-66.9% | $4,274-51.0% |
| Admin fee / account holder | $4,678 | $10,210-54.2% | $17,523-73.3% | $7,775-39.8% |