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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 | $8,598 | $154,228-94.4% | $145,433-94.1% | $137,256-93.7% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 18.07% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,260 | $4,804-73.8% | $4,554-72.3% | $4,156-69.7% |
| Participant deferral / active EE | $1,490 | $8,216-81.9% | $7,897-81.1% | $6,407-76.7% |
| Admin fee / account holder | $583 | $14,344-95.9% | $13,129-95.6% | $12,270-95.3% |