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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 | $30,412 | $223,823-86.4% | $211,142-85.6% | $154,746-80.3% |
| Participation rate | 68.4% | 87.9%-19.4pp | 87.3%-18.9pp | 80.7%-12.3pp |
| Annual return | 16.04% | 50.39%-34.4pp | 46.84%-30.8pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,122 | $6,787-68.7% | $6,442-67.1% | $4,379-51.5% |
| Participant deferral / active EE | $2,504 | $9,750-74.3% | $9,284-73.0% | $6,730-62.8% |
| Admin fee / account holder | $734 | $19,707-96.3% | $19,076-96.2% | $14,365-94.9% |