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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 | $20,798 | $199,109-89.6% | $173,730-88.0% | $154,746-86.6% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 17.74% | 20.02%-2.3pp | 19.96%-2.2pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,533 | $5,311-71.1% | $4,577-66.5% | $4,379-65.0% |
| Participant deferral / active EE | $1,853 | $7,113-73.9% | $6,326-70.7% | $6,730-72.5% |
| Admin fee / account holder | $428 | $20,916-98.0% | $17,523-97.6% | $14,365-97.0% |