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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 | $8,849 | $174,379-94.9% | $152,093-94.2% | $138,895-93.6% |
| Participation rate | 47.4% | 81.6%-34.3pp | 77.8%-30.4pp | 79.9%-32.6pp |
| Annual return | 20.47% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,553 | $4,652-66.6% | $4,175-62.8% | $4,194-63.0% |
| Participant deferral / active EE | $1,559 | $6,159-74.7% | $5,451-71.4% | $6,396-75.6% |
| Admin fee / account holder | $1,398 | $16,880-91.7% | $14,497-90.4% | $12,562-88.9% |