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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 | $12,102 | $165,399-92.7% | $149,745-91.9% | $158,982-92.4% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 17.57% | 348.34%-330.8pp | 276.72%-259.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $1,729 | $5,105-66.1% | $4,646-62.8% | $4,763-63.7% |
| Participant deferral / active EE | $2,308 | $7,183-67.9% | $6,843-66.3% | $5,983-61.4% |
| Admin fee / account holder | $1,648 | $10,811-84.8% | $9,312-82.3% | $11,252-85.4% |