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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 | $15,713 | $162,136-90.3% | $152,301-89.7% | $154,746-89.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 15.86% | 91.02%-75.2pp | 80.50%-64.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,031 | $4,890-78.9% | $4,624-77.7% | $4,379-76.5% |
| Participant deferral / active EE | $2,533 | $8,341-69.6% | $8,004-68.3% | $6,730-62.4% |
| Admin fee / account holder | $3,255 | $15,759-79.3% | $14,398-77.4% | $14,365-77.3% |