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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 | $13,657 | $181,062-92.5% | $158,223-91.4% | $155,188-91.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 19.22% | 57.39%-38.2pp | 52.09%-32.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $919 | $4,565-79.9% | $4,109-77.6% | $4,248-78.4% |
| Participant deferral / active EE | $1,082 | $6,134-82.4% | $5,467-80.2% | $6,531-83.4% |
| Admin fee / account holder | $22,280 | $18,825+18.4% | $16,047+38.8% | $14,480+53.9% |