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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 | $8,029 | $162,136-95.0% | $152,301-94.7% | $154,746-94.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.78% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,514 | $4,890-69.0% | $4,624-67.3% | $4,379-65.4% |
| Participant deferral / active EE | $1,107 | $8,341-86.7% | $8,004-86.2% | $6,730-83.6% |
| Admin fee / account holder | $25,959 | $15,759+64.7% | $14,398+80.3% | $14,365+80.7% |