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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 | $11,419 | $162,785-93.0% | $133,959-91.5% | $158,950-92.8% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 43.34% | 41.94%+1.4pp | 45.09%-1.8pp | 302.91%-259.6pp |
| Employer contribution / active EE | $1,415 | $4,975-71.6% | $3,919-63.9% | $4,762-70.3% |
| Participant deferral / active EE | $1,570 | $5,910-73.4% | $5,047-68.9% | $5,983-73.8% |
| Admin fee / account holder | $659 | $11,738-94.4% | $8,928-92.6% | $11,248-94.1% |