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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 | $13,179 | $155,555-91.5% | $146,866-91.0% | $155,188-91.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 18.97% | 115.41%-96.4pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $934 | $4,647-79.9% | $4,425-78.9% | $4,248-78.0% |
| Participant deferral / active EE | $934 | $8,044-88.4% | $7,759-88.0% | $6,531-85.7% |
| Admin fee / account holder | $395 | $14,755-97.3% | $13,620-97.1% | $14,480-97.3% |