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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 | $18,165 | $223,823-91.9% | $211,142-91.4% | $154,746-88.3% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 23.74% | 50.39%-26.7pp | 46.84%-23.1pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,778 | $6,787-73.8% | $6,442-72.4% | $4,379-59.4% |
| Participant deferral / active EE | $1,973 | $9,750-79.8% | $9,284-78.8% | $6,730-70.7% |
| Admin fee / account holder | $336 | $19,707-98.3% | $19,076-98.2% | $14,365-97.7% |