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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 | $13,379 | $154,228-91.3% | $145,433-90.8% | $137,256-90.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 19.08% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $982 | $4,804-79.6% | $4,554-78.4% | $4,156-76.4% |
| Participant deferral / active EE | $2,118 | $8,216-74.2% | $7,897-73.2% | $6,407-66.9% |
| Admin fee / account holder | $17,120 | $14,344+19.4% | $13,129+30.4% | $12,270+39.5% |