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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 | $9,009 | $105,158-91.4% | $94,672-90.5% | $139,487-93.5% |
| Participation rate | 37.5% | 82.4%-44.9pp | 80.8%-43.3pp | 80.3%-42.8pp |
| Annual return | 17.44% | 38.11%-20.7pp | 156.89%-139.4pp | 373.84%-356.4pp |
| Employer contribution / active EE | $1,163 | $4,107-71.7% | $3,673-68.3% | $4,755-75.5% |
| Participant deferral / active EE | $1,458 | $7,599-80.8% | $7,417-80.3% | $6,713-78.3% |
| Admin fee / account holder | $8,682 | $8,972-3.2% | $7,222+20.2% | $11,407-23.9% |