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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 | $11,683 | $154,228-92.4% | $145,433-92.0% | $137,256-91.5% |
| Participation rate | 57.9% | 83.8%-25.9pp | 82.1%-24.2pp | 80.0%-22.1pp |
| Annual return | 19.40% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,698 | $4,804-64.7% | $4,554-62.7% | $4,156-59.1% |
| Participant deferral / active EE | $2,318 | $8,216-71.8% | $7,897-70.7% | $6,407-63.8% |
| Admin fee / account holder | $2,128 | $14,344-85.2% | $13,129-83.8% | $12,270-82.7% |