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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 | $12,322 | $115,814-89.4% | $101,275-87.8% | $158,982-92.2% |
| Participation rate | 59.1% | 79.4%-20.3pp | 75.8%-16.7pp | 82.0%-22.9pp |
| Annual return | 15.53% | 56.16%-40.6pp | 46.48%-31.0pp | 302.99%-287.5pp |
| Employer contribution / active EE | $2,770 | $4,176-33.7% | $3,660-24.3% | $4,763-41.8% |
| Participant deferral / active EE | $449 | $4,958-90.9% | $4,371-89.7% | $5,983-92.5% |
| Admin fee / account holder | $1,058 | $7,249-85.4% | $5,948-82.2% | $11,252-90.6% |