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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 | $15,370 | $228,395-93.3% | $185,861-91.7% | $158,982-90.3% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 11.86% | 40.82%-29.0pp | 35.96%-24.1pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,586 | $4,968-68.1% | $4,088-61.2% | $4,763-66.7% |
| Participant deferral / active EE | $1,093 | $6,417-83.0% | $5,634-80.6% | $5,983-81.7% |
| Admin fee / account holder | $6,878 | $11,869-42.0% | $9,503-27.6% | $11,252-38.9% |