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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 | $124,980-92.0% | $108,359-90.7% | $154,746-93.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 15.26% | 45.00%-29.7pp | 36.89%-21.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,665 | $2,851-41.6% | $2,399-30.6% | $4,379-62.0% |
| Participant deferral / active EE | $954 | $4,743-79.9% | $4,137-76.9% | $6,730-85.8% |
| Admin fee / account holder | $3,865 | $11,502-66.4% | $9,741-60.3% | $14,365-73.1% |