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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 | $201,344-92.7% | $184,243-92.1% | $145,877-90.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.54% | 29.01%-17.5pp | 28.82%-17.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,097 | $7,022-70.1% | $6,427-67.4% | $4,663-55.0% |
| Participant deferral / active EE | $2,899 | $9,807-70.4% | $9,132-68.3% | $6,691-56.7% |
| Admin fee / account holder | $961 | $16,382-94.1% | $13,914-93.1% | $13,402-92.8% |