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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 | $16,501 | $181,896-90.9% | $156,551-89.5% | $273,972-94.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 7.45% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,501 | $6,248-60.0% | $5,501-54.5% | $4,869-48.6% |
| Participant deferral / active EE | $1,843 | $5,550-66.8% | $4,871-62.2% | $5,287-65.1% |
| Admin fee / account holder | $429 | $15,560-97.2% | $13,028-96.7% | $10,133-95.8% |