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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 | $12,268 | $154,228-92.0% | $145,433-91.6% | $137,256-91.1% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 25.00% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,439 | $4,804-70.0% | $4,554-68.4% | $4,156-65.4% |
| Participant deferral / active EE | $1,824 | $8,216-77.8% | $7,897-76.9% | $6,407-71.5% |
| Admin fee / account holder | $1,517 | $14,344-89.4% | $13,129-88.4% | $12,270-87.6% |