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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 | $8,751 | $154,228-94.3% | $145,433-94.0% | $137,256-93.6% |
| Participation rate | 41.7% | 83.8%-42.1pp | 82.1%-40.5pp | 80.0%-38.3pp |
| Annual return | 19.44% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,579 | $4,804-67.1% | $4,554-65.3% | $4,156-62.0% |
| Participant deferral / active EE | $444 | $8,216-94.6% | $7,897-94.4% | $6,407-93.1% |
| Admin fee / account holder | $2,222 | $14,344-84.5% | $13,129-83.1% | $12,270-81.9% |