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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 | $9,795 | $162,136-94.0% | $152,301-93.6% | $154,746-93.7% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 24.25% | 91.02%-66.8pp | 80.50%-56.3pp | 172.34%-148.1pp |
| Employer contribution / active EE | $1,349 | $4,890-72.4% | $4,624-70.8% | $4,379-69.2% |
| Participant deferral / active EE | $1,489 | $8,341-82.2% | $8,004-81.4% | $6,730-77.9% |
| Admin fee / account holder | $300 | $15,759-98.1% | $14,398-97.9% | $14,365-97.9% |