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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 | $14,642 | $201,370-92.7% | $184,256-92.1% | $145,897-90.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.54% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,097 | $7,024-70.2% | $6,427-67.4% | $4,663-55.0% |
| Participant deferral / active EE | $2,899 | $9,808-70.4% | $9,133-68.3% | $6,689-56.7% |
| Admin fee / account holder | $961 | $16,364-94.1% | $13,899-93.1% | $13,390-92.8% |