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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 | $23,548 | $192,737-87.8% | $142,460-83.5% | $139,456-83.1% |
| Participation rate | 37.5% | 81.5%-44.0pp | 76.8%-39.3pp | 80.3%-42.8pp |
| Annual return | 18.61% | 17.99%+0.6pp | 19.99%-1.4pp | 373.45%-354.8pp |
| Employer contribution / active EE | $1,450 | $5,806-75.0% | $4,847-70.1% | $4,753-69.5% |
| Participant deferral / active EE | $2,122 | $7,208-70.6% | $6,283-66.2% | $6,711-68.4% |
| Admin fee / account holder | $11,065 | $15,125-26.8% | $10,011+10.5% | $11,407-3.0% |