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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 | $12,530 | $154,228-91.9% | $145,433-91.4% | $137,256-90.9% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.5pp | 80.0%-33.3pp |
| Annual return | 19.47% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,586 | $4,804-67.0% | $4,554-65.2% | $4,156-61.8% |
| Participant deferral / active EE | $2,241 | $8,216-72.7% | $7,897-71.6% | $6,407-65.0% |
| Admin fee / account holder | $1,462 | $14,344-89.8% | $13,129-88.9% | $12,270-88.1% |