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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 | $3,320 | $162,136-98.0% | $152,301-97.8% | $154,746-97.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 23.57% | 91.02%-67.5pp | 80.50%-56.9pp | 172.34%-148.8pp |
| Employer contribution / active EE | $1,285 | $4,890-73.7% | $4,624-72.2% | $4,379-70.7% |
| Participant deferral / active EE | $1,378 | $8,341-83.5% | $8,004-82.8% | $6,730-79.5% |
| Admin fee / account holder | $2,267 | $15,759-85.6% | $14,398-84.3% | $14,365-84.2% |