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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 | $11,935 | $177,156-93.3% | $147,027-91.9% | $154,746-92.3% |
| Participation rate | 57.1% | 79.4%-22.2pp | 73.7%-16.6pp | 80.7%-23.6pp |
| Annual return | 18.33% | 21.94%-3.6pp | 20.23%-1.9pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,090 | $4,336-74.9% | $3,626-69.9% | $4,379-75.1% |
| Participant deferral / active EE | $1,417 | $5,797-75.6% | $4,933-71.3% | $6,730-78.9% |
| Admin fee / account holder | $663 | $14,904-95.6% | $12,223-94.6% | $14,365-95.4% |