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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 | $11,386 | $155,555-92.7% | $146,866-92.2% | $155,188-92.7% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.5%-24.2pp | 80.8%-22.5pp |
| Annual return | 22.25% | 115.41%-93.2pp | 102.85%-80.6pp | 148.84%-126.6pp |
| Employer contribution / active EE | $1,342 | $4,647-71.1% | $4,425-69.7% | $4,248-68.4% |
| Participant deferral / active EE | $1,342 | $8,044-83.3% | $7,759-82.7% | $6,531-79.5% |
| Admin fee / account holder | $585 | $14,755-96.0% | $13,620-95.7% | $14,480-96.0% |