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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 | $2,744 | $185,312-98.5% | $161,489-98.3% | $154,746-98.2% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 20.74% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,685 | $4,769-64.7% | $4,268-60.5% | $4,379-61.5% |
| Participant deferral / active EE | $577 | $6,350-90.9% | $5,630-89.8% | $6,730-91.4% |
| Admin fee / account holder | $520 | $18,654-97.2% | $16,006-96.8% | $14,365-96.4% |