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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 | $10,769 | $168,636-93.6% | $147,618-92.7% | $125,388-91.4% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | 0.87% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,330 | $6,252-78.7% | $5,565-76.1% | $4,866-72.7% |
| Participant deferral / active EE | $561 | $5,507-89.8% | $4,895-88.5% | $5,352-89.5% |
| Admin fee / account holder | $590 | $13,580-95.7% | $11,612-94.9% | $9,541-93.8% |