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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 | $1,361 | $126,661-98.9% | $113,397-98.8% | $138,895-99.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 24.09% | 25.05%-1.0pp | 23.20%+0.9pp | 145.39%-121.3pp |
| Employer contribution / active EE | $933 | $3,456-73.0% | $2,977-68.7% | $4,194-77.8% |
| Participant deferral / active EE | $1,122 | $5,693-80.3% | $5,076-77.9% | $6,396-82.5% |
| Admin fee / account holder | $2,259 | $14,549-84.5% | $11,957-81.1% | $12,562-82.0% |