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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 | $20,493 | $228,395-91.0% | $185,861-89.0% | $158,982-87.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 4.77% | 40.82%-36.1pp | 35.96%-31.2pp | 302.99%-298.2pp |
| Employer contribution / active EE | $869 | $4,968-82.5% | $4,088-78.7% | $4,763-81.8% |
| Participant deferral / active EE | $898 | $6,417-86.0% | $5,634-84.1% | $5,983-85.0% |
| Admin fee / account holder | $14,931 | $11,869+25.8% | $9,503+57.1% | $11,252+32.7% |