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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 | $11,271 | $232,540-95.2% | $185,117-93.9% | $147,585-92.4% |
| Participation rate | 46.7% | 82.4%-35.7pp | 77.3%-30.6pp | 82.8%-36.2pp |
| Annual return | 21.63% | 43.03%-21.4pp | 40.50%-18.9pp | 578.58%-557.0pp |
| Employer contribution / active EE | $675 | $5,195-87.0% | $4,182-83.9% | $4,876-86.2% |
| Participant deferral / active EE | $693 | $5,834-88.1% | $5,045-86.3% | $5,439-87.3% |
| Admin fee / account holder | $490 | $10,275-95.2% | $8,159-94.0% | $10,886-95.5% |