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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 | $24,438 | $197,637-87.6% | $177,848-86.3% | $158,982-84.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 12.30% | 58.77%-46.5pp | 48.33%-36.0pp | 302.99%-290.7pp |
| Employer contribution / active EE | $2,796 | $6,698-58.3% | $5,919-52.8% | $4,763-41.3% |
| Participant deferral / active EE | $2,819 | $8,405-66.5% | $7,714-63.5% | $5,983-52.9% |
| Admin fee / account holder | $475 | $15,406-96.9% | $12,431-96.2% | $11,252-95.8% |