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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 | $9,655 | $155,555-93.8% | $146,866-93.4% | $155,188-93.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 20.34% | 115.41%-95.1pp | 102.85%-82.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $2,237 | $4,647-51.9% | $4,425-49.4% | $4,248-47.3% |
| Participant deferral / active EE | $2,237 | $8,044-72.2% | $7,759-71.2% | $6,531-65.7% |
| Admin fee / account holder | $1,003 | $14,755-93.2% | $13,620-92.6% | $14,480-93.1% |