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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 | $22,524 | $76,696-70.6% | $96,538-76.7% | $71,529-68.5% |
| Participation rate | 51.0% | 66.6%-15.6pp | 74.3%-23.4pp | 67.9%-17.0pp |
| Annual return | 18.60% | 48.32%-29.7pp | 35.74%-17.1pp | 28.97%-10.4pp |
| Employer contribution / active EE | $3,266 | $3,032+7.7% | $3,740-12.7% | $2,590+26.1% |
| Participant deferral / active EE | $393 | $3,770-89.6% | $4,880-92.0% | $4,291-90.9% |
| Admin fee / account holder | $3,496 | $2,030+72.2% | $6,737-48.1% | $1,588+120.1% |