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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 | $8,157 | $209,336-96.1% | $197,124-95.9% | $137,256-94.1% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 12.80% | 48.09%-35.3pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,628 | $6,591-75.3% | $6,227-73.9% | $4,156-60.8% |
| Participant deferral / active EE | $1,960 | $9,614-79.6% | $9,135-78.5% | $6,407-69.4% |
| Admin fee / account holder | $9,124 | $17,308-47.3% | $16,298-44.0% | $12,270-25.6% |