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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 | $15,528 | $157,296-90.1% | $141,191-89.0% | $152,897-89.8% |
| Participation rate | 23.8% | 84.8%-61.0pp | 82.5%-58.7pp | 82.5%-58.6pp |
| Annual return | 25.86% | 64.34%-38.5pp | 71.41%-45.5pp | 345.43%-319.6pp |
| Employer contribution / active EE | $1,047 | $5,262-80.1% | $4,736-77.9% | $4,764-78.0% |
| Participant deferral / active EE | $625 | $7,111-91.2% | $6,710-90.7% | $5,851-89.3% |
| Admin fee / account holder | $354 | $12,125-97.1% | $10,264-96.5% | $11,599-96.9% |