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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 | $18,573 | $228,395-91.9% | $185,861-90.0% | $158,982-88.3% |
| Participation rate | 41.2% | 82.3%-41.1pp | 78.0%-36.9pp | 82.0%-40.8pp |
| Annual return | 15.14% | 40.82%-25.7pp | 35.96%-20.8pp | 302.99%-287.8pp |
| Employer contribution / active EE | $881 | $4,968-82.3% | $4,088-78.4% | $4,763-81.5% |
| Participant deferral / active EE | $1,106 | $6,417-82.8% | $5,634-80.4% | $5,983-81.5% |
| Admin fee / account holder | $2,369 | $11,869-80.0% | $9,503-75.1% | $11,252-78.9% |