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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 | $18,394 | $150,346-87.8% | $120,524-84.7% | $145,877-87.4% |
| Participation rate | 57.9% | 78.8%-20.9pp | 71.9%-14.0pp | 80.3%-22.4pp |
| Annual return | 14.72% | 154.40%-139.7pp | 107.36%-92.6pp | 551.28%-536.6pp |
| Employer contribution / active EE | $950 | $4,353-78.2% | $3,469-72.6% | $4,663-79.6% |
| Participant deferral / active EE | $1,217 | $6,172-80.3% | $4,994-75.6% | $6,691-81.8% |
| Admin fee / account holder | $3,074 | $12,215-74.8% | $9,440-67.4% | $13,402-77.1% |