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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 | $11,675 | $154,228-92.4% | $145,433-92.0% | $137,256-91.5% |
| Participation rate | 31.6% | 83.8%-52.2pp | 82.1%-50.5pp | 80.0%-48.4pp |
| Annual return | 21.53% | 74.59%-53.1pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $870 | $4,804-81.9% | $4,554-80.9% | $4,156-79.1% |
| Participant deferral / active EE | $942 | $8,216-88.5% | $7,897-88.1% | $6,407-85.3% |
| Admin fee / account holder | $333 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |