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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 | $10,901 | $166,242-93.4% | $165,071-93.4% | $145,884-92.5% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 12.30% | 100.44%-88.1pp | 70.17%-57.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,440 | $5,283-72.7% | $4,347-66.9% | $4,662-69.1% |
| Participant deferral / active EE | $1,763 | $6,964-74.7% | $6,035-70.8% | $6,690-73.6% |
| Admin fee / account holder | $536 | $16,658-96.8% | $12,695-95.8% | $13,392-96.0% |