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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 | $8,085 | $185,312-95.6% | $161,489-95.0% | $154,746-94.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 18.30% | 103.84%-85.5pp | 89.72%-71.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,028 | $4,769-78.4% | $4,268-75.9% | $4,379-76.5% |
| Participant deferral / active EE | $1,858 | $6,350-70.7% | $5,630-67.0% | $6,730-72.4% |
| Admin fee / account holder | $516 | $18,654-97.2% | $16,006-96.8% | $14,365-96.4% |