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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 | $11,825 | $162,136-92.7% | $152,301-92.2% | $154,746-92.4% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 26.54% | 91.02%-64.5pp | 80.50%-54.0pp | 172.34%-145.8pp |
| Employer contribution / active EE | $1,380 | $4,890-71.8% | $4,624-70.2% | $4,379-68.5% |
| Participant deferral / active EE | $1,881 | $8,341-77.4% | $8,004-76.5% | $6,730-72.0% |
| Admin fee / account holder | $1,422 | $15,759-91.0% | $14,398-90.1% | $14,365-90.1% |