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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 | $9,690 | $154,228-93.7% | $145,433-93.3% | $137,256-92.9% |
| Participation rate | 45.8% | 83.8%-38.0pp | 82.1%-36.3pp | 80.0%-34.1pp |
| Annual return | 28.12% | 74.59%-46.5pp | 66.58%-38.5pp | 220.34%-192.2pp |
| Employer contribution / active EE | $851 | $4,804-82.3% | $4,554-81.3% | $4,156-79.5% |
| Participant deferral / active EE | $2,120 | $8,216-74.2% | $7,897-73.2% | $6,407-66.9% |
| Admin fee / account holder | $660 | $14,344-95.4% | $13,129-95.0% | $12,270-94.6% |