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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 | $20,079 | $157,304-87.2% | $141,197-85.8% | $152,909-86.9% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 19.06% | 64.34%-45.3pp | 71.41%-52.3pp | 345.46%-326.4pp |
| Employer contribution / active EE | $1,192 | $5,263-77.4% | $4,736-74.8% | $4,764-75.0% |
| Participant deferral / active EE | $2,280 | $7,111-67.9% | $6,710-66.0% | $5,851-61.0% |
| Admin fee / account holder | $313 | $12,126-97.4% | $10,265-97.0% | $11,601-97.3% |