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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 | $11,674 | $211,239-94.5% | $178,528-93.5% | $145,877-92.0% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 21.70% | 30.22%-8.5pp | 27.11%-5.4pp | 551.28%-529.6pp |
| Employer contribution / active EE | $748 | $4,570-83.6% | $3,950-81.1% | $4,663-84.0% |
| Participant deferral / active EE | $726 | $6,963-89.6% | $6,278-88.4% | $6,691-89.1% |
| Admin fee / account holder | $960 | $12,095-92.1% | $10,419-90.8% | $13,402-92.8% |