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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 | $16,785 | $118,708-85.9% | $98,920-83.0% | $158,966-89.4% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 11.19% | 372.49%-361.3pp | 196.47%-185.3pp | 302.95%-291.8pp |
| Employer contribution / active EE | $736 | $3,334-77.9% | $2,689-72.7% | $4,762-84.6% |
| Participant deferral / active EE | $850 | $5,089-83.3% | $4,245-80.0% | $5,983-85.8% |
| Admin fee / account holder | $978 | $10,134-90.4% | $6,643-85.3% | $11,250-91.3% |