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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 | $13,329 | $154,228-91.4% | $145,433-90.8% | $137,256-90.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 13.40% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $961 | $4,804-80.0% | $4,554-78.9% | $4,156-76.9% |
| Participant deferral / active EE | $2,182 | $8,216-73.4% | $7,897-72.4% | $6,407-65.9% |
| Admin fee / account holder | $2,369 | $14,344-83.5% | $13,129-82.0% | $12,270-80.7% |