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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 | $17,420 | $157,276-88.9% | $141,177-87.7% | $152,885-88.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.62% | 64.33%-40.7pp | 71.40%-47.8pp | 345.39%-321.8pp |
| Employer contribution / active EE | $1,429 | $5,262-72.8% | $4,736-69.8% | $4,763-70.0% |
| Participant deferral / active EE | $1,976 | $7,110-72.2% | $6,710-70.5% | $5,851-66.2% |
| Admin fee / account holder | $1,438 | $12,123-88.1% | $10,263-86.0% | $11,598-87.6% |