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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 | $15,816 | $150,346-89.5% | $120,524-86.9% | $145,877-89.2% |
| Participation rate | 39.1% | 78.8%-39.7pp | 71.9%-32.8pp | 80.3%-41.2pp |
| Annual return | 12.56% | 154.40%-141.8pp | 107.36%-94.8pp | 551.28%-538.7pp |
| Employer contribution / active EE | $913 | $4,353-79.0% | $3,469-73.7% | $4,663-80.4% |
| Participant deferral / active EE | $1,322 | $6,172-78.6% | $4,994-73.5% | $6,691-80.2% |
| Admin fee / account holder | $1,875 | $12,215-84.7% | $9,440-80.1% | $13,402-86.0% |