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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 | $10,591 | $211,105-95.0% | $178,449-94.1% | $145,978-92.7% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 14.89% | 30.19%-15.3pp | 27.09%-12.2pp | 550.52%-535.6pp |
| Employer contribution / active EE | $2,006 | $4,569-56.1% | $3,951-49.2% | $4,662-57.0% |
| Participant deferral / active EE | $100 | $6,959-98.6% | $6,277-98.4% | $6,690-98.5% |
| Admin fee / account holder | $1,513 | $12,017-87.4% | $10,362-85.4% | $13,400-88.7% |