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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 | $12,677 | $154,228-91.8% | $145,433-91.3% | $137,256-90.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.77% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,736 | $4,804-22.2% | $4,554-18.0% | $4,156-10.1% |
| Participant deferral / active EE | $1,050 | $8,216-87.2% | $7,897-86.7% | $6,407-83.6% |
| Admin fee / account holder | $9,368 | $14,344-34.7% | $13,129-28.6% | $12,270-23.7% |