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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 | $15,725 | $127,387-87.7% | $115,038-86.3% | $125,389-87.5% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | 10.00% | 31.28%-21.3pp | 26.14%-16.1pp | 282.24%-272.2pp |
| Employer contribution / active EE | $1,352 | $5,166-73.8% | $4,608-70.7% | $4,866-72.2% |
| Participant deferral / active EE | $1,604 | $6,423-75.0% | $6,026-73.4% | $5,352-70.0% |
| Admin fee / account holder | $16,859 | $9,516+77.2% | $8,175+106.2% | $9,541+76.7% |