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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 | $16,415 | $178,174-90.8% | $156,181-89.5% | $137,256-88.0% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.8%-32.7pp | 80.0%-33.8pp |
| Annual return | 10.82% | 84.19%-73.4pp | 64.87%-54.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,147 | $4,972-76.9% | $4,294-73.3% | $4,156-72.4% |
| Participant deferral / active EE | $1,791 | $6,888-74.0% | $6,132-70.8% | $6,407-72.0% |
| Admin fee / account holder | $25,501 | $17,404+46.5% | $14,586+74.8% | $12,270+107.8% |