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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 | $12,594 | $201,372-93.7% | $184,260-93.2% | $145,884-91.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.16% | 29.04%-12.9pp | 28.84%-12.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $1,596 | $7,024-77.3% | $6,427-75.2% | $4,662-65.8% |
| Participant deferral / active EE | $2,181 | $9,808-77.8% | $9,133-76.1% | $6,690-67.4% |
| Admin fee / account holder | $1,536 | $16,362-90.6% | $13,898-88.9% | $13,392-88.5% |