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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 | $10,043 | $156,616-93.6% | $133,346-92.5% | $198,609-94.9% |
| Participation rate | 66.7% | 77.7%-11.1pp | 72.8%-6.2pp | 82.4%-15.7pp |
| Annual return | 15.26% | 44.25%-29.0pp | 36.85%-21.6pp | 202.70%-187.4pp |
| Employer contribution / active EE | $1,665 | $3,368-50.6% | $2,853-41.7% | $5,055-67.1% |
| Participant deferral / active EE | $954 | $4,920-80.6% | $4,332-78.0% | $6,977-86.3% |
| Admin fee / account holder | $3,865 | $17,468-77.9% | $14,264-72.9% | $19,030-79.7% |