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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 | $17,863 | $165,381-89.2% | $149,730-88.1% | $158,966-88.8% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 15.76% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.2pp |
| Employer contribution / active EE | $1,347 | $5,104-73.6% | $4,645-71.0% | $4,762-71.7% |
| Participant deferral / active EE | $1,351 | $7,182-81.2% | $6,843-80.3% | $5,983-77.4% |
| Admin fee / account holder | $490 | $10,809-95.5% | $9,310-94.7% | $11,250-95.6% |