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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 | $7,851 | $181,062-95.7% | $158,223-95.0% | $155,188-94.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 16.70% | 57.39%-40.7pp | 52.09%-35.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,407 | $4,565-69.2% | $4,109-65.8% | $4,248-66.9% |
| Participant deferral / active EE | $1,706 | $6,134-72.2% | $5,467-68.8% | $6,531-73.9% |
| Admin fee / account holder | $1,509 | $18,825-92.0% | $16,047-90.6% | $14,480-89.6% |