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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 | $11,608 | $202,463-94.3% | $169,397-93.1% | $139,487-91.7% |
| Participation rate | 44.4% | 81.1%-36.7pp | 77.2%-32.7pp | 80.3%-35.9pp |
| Annual return | 17.02% | 532.64%-515.6pp | 406.23%-389.2pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,578 | $4,694-66.4% | $4,013-60.7% | $4,755-66.8% |
| Participant deferral / active EE | $481 | $6,941-93.1% | $6,223-92.3% | $6,713-92.8% |
| Admin fee / account holder | $378 | $10,726-96.5% | $9,017-95.8% | $11,407-96.7% |