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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 | $11,155 | $181,062-93.8% | $158,223-93.0% | $155,188-92.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 14.51% | 57.39%-42.9pp | 52.09%-37.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,037 | $4,565-77.3% | $4,109-74.8% | $4,248-75.6% |
| Participant deferral / active EE | $1,777 | $6,134-71.0% | $5,467-67.5% | $6,531-72.8% |
| Admin fee / account holder | $1,983 | $18,825-89.5% | $16,047-87.6% | $14,480-86.3% |