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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 | $22,672 | $185,856-87.8% | $170,028-86.7% | $139,456-83.7% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 20.72% | 60.52%-39.8pp | 53.39%-32.7pp | 373.45%-352.7pp |
| Employer contribution / active EE | $6,521 | $7,593-14.1% | $6,788-3.9% | $4,753+37.2% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,690 | $15,387-76.0% | $12,820-71.2% | $11,407-67.7% |