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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 | $17,406 | $228,352-92.4% | $185,835-90.6% | $158,966-89.1% |
| Participation rate | 42.1% | 82.3%-40.2pp | 78.0%-35.9pp | 82.0%-39.9pp |
| Annual return | 12.92% | 40.81%-27.9pp | 35.96%-23.0pp | 302.95%-290.0pp |
| Employer contribution / active EE | $733 | $4,967-85.2% | $4,087-82.1% | $4,762-84.6% |
| Participant deferral / active EE | $895 | $6,416-86.1% | $5,633-84.1% | $5,983-85.0% |
| Admin fee / account holder | $8,328 | $11,867-29.8% | $9,502-12.4% | $11,250-26.0% |