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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 | $11,355 | $155,555-92.7% | $146,866-92.3% | $155,188-92.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 26.97% | 115.41%-88.4pp | 102.85%-75.9pp | 148.84%-121.9pp |
| Employer contribution / active EE | $1,742 | $4,647-62.5% | $4,425-60.6% | $4,248-59.0% |
| Participant deferral / active EE | $2,032 | $8,044-74.7% | $7,759-73.8% | $6,531-68.9% |
| Admin fee / account holder | $1,386 | $14,755-90.6% | $13,620-89.8% | $14,480-90.4% |