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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 | $18,144 | $135,956-86.7% | $123,894-85.4% | $273,972-93.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 4.30% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.2pp |
| Employer contribution / active EE | $3,209 | $5,170-37.9% | $4,617-30.5% | $4,869-34.1% |
| Participant deferral / active EE | $516 | $6,343-91.9% | $5,984-91.4% | $5,287-90.2% |
| Admin fee / account holder | $9,150 | $9,817-6.8% | $8,357+9.5% | $10,133-9.7% |