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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 | $16,995 | $124,346-86.3% | $111,306-84.7% | $167,553-89.9% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 12.39% | 37.46%-25.1pp | 54.67%-42.3pp | 478.89%-466.5pp |
| Employer contribution / active EE | $826 | $3,438-76.0% | $2,732-69.8% | $4,840-82.9% |
| Participant deferral / active EE | $1,498 | $5,182-71.1% | $4,488-66.6% | $6,343-76.4% |
| Admin fee / account holder | $2,869 | $10,623-73.0% | $7,966-64.0% | $12,316-76.7% |