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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 | $17,838 | $171,492-89.6% | $150,734-88.2% | $198,609-91.0% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 18.22% | 804.70%-786.5pp | 600.81%-582.6pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,660 | $5,470-69.6% | $4,918-66.2% | $5,055-67.2% |
| Participant deferral / active EE | $2,443 | $6,259-61.0% | $5,610-56.4% | $6,977-65.0% |
| Admin fee / account holder | $848 | $17,628-95.2% | $14,905-94.3% | $19,030-95.5% |