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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 | $21,199 | $181,896-88.3% | $156,551-86.5% | $273,972-92.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 20.10% | 30.74%-10.6pp | 32.23%-12.1pp | 41.46%-21.4pp |
| Employer contribution / active EE | $3,540 | $6,248-43.3% | $5,501-35.7% | $4,869-27.3% |
| Participant deferral / active EE | $1,590 | $5,550-71.3% | $4,871-67.4% | $5,287-69.9% |
| Admin fee / account holder | $648 | $15,560-95.8% | $13,028-95.0% | $10,133-93.6% |