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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 | $11,710 | $112,131-89.6% | $95,964-87.8% | $158,982-92.6% |
| Participation rate | 63.6% | 79.0%-15.4pp | 77.1%-13.4pp | 82.0%-18.3pp |
| Annual return | 6.42% | 171.19%-164.8pp | 91.64%-85.2pp | 302.99%-296.6pp |
| Employer contribution / active EE | $703 | $3,199-78.0% | $2,541-72.3% | $4,763-85.2% |
| Participant deferral / active EE | $1,229 | $4,784-74.3% | $4,167-70.5% | $5,983-79.5% |
| Admin fee / account holder | $667 | $10,136-93.4% | $6,797-90.2% | $11,252-94.1% |