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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 | $7,562 | $125,190-94.0% | $105,624-92.8% | $145,897-94.8% |
| Participation rate | 54.2% | 77.6%-23.5pp | 75.3%-21.1pp | 80.3%-26.1pp |
| Annual return | 24.83% | 225.22%-200.4pp | 116.20%-91.4pp | 552.29%-527.5pp |
| Employer contribution / active EE | $1,050 | $3,720-71.8% | $3,168-66.9% | $4,663-77.5% |
| Participant deferral / active EE | $1,479 | $5,716-74.1% | $5,013-70.5% | $6,689-77.9% |
| Admin fee / account holder | $1,429 | $17,138-91.7% | $10,961-87.0% | $13,390-89.3% |