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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 | $20,646 | $165,381-87.5% | $149,730-86.2% | $158,966-87.0% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 10.46% | 348.29%-337.8pp | 276.70%-266.2pp | 302.95%-292.5pp |
| Employer contribution / active EE | $1,115 | $5,104-78.2% | $4,645-76.0% | $4,762-76.6% |
| Participant deferral / active EE | $1,160 | $7,182-83.8% | $6,843-83.0% | $5,983-80.6% |
| Admin fee / account holder | $605 | $10,809-94.4% | $9,310-93.5% | $11,250-94.6% |