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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 | $11,441 | $154,228-92.6% | $145,433-92.1% | $137,256-91.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 19.81% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,596 | $4,804-66.8% | $4,554-65.0% | $4,156-61.6% |
| Participant deferral / active EE | $2,368 | $8,216-71.2% | $7,897-70.0% | $6,407-63.0% |
| Admin fee / account holder | $3,588 | $14,344-75.0% | $13,129-72.7% | $12,270-70.8% |