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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 | $16,513 | $178,174-90.7% | $156,181-89.4% | $137,256-88.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 15.33% | 84.19%-68.9pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,022 | $4,972-59.3% | $4,294-52.9% | $4,156-51.3% |
| Participant deferral / active EE | $2,022 | $6,888-70.6% | $6,132-67.0% | $6,407-68.4% |
| Admin fee / account holder | $3,900 | $17,404-77.6% | $14,586-73.3% | $12,270-68.2% |