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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 | $10,602 | $185,312-94.3% | $161,489-93.4% | $154,746-93.1% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 16.16% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,033 | $4,769-78.3% | $4,268-75.8% | $4,379-76.4% |
| Participant deferral / active EE | $1,202 | $6,350-81.1% | $5,630-78.6% | $6,730-82.1% |
| Admin fee / account holder | $3,007 | $18,654-83.9% | $16,006-81.2% | $14,365-79.1% |