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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 | $13,467 | $63,342-78.7% | $92,235-85.4% | $70,131-80.8% |
| Participation rate | 65.9% | 68.7%-2.8pp | 76.5%-10.6pp | 69.5%-3.7pp |
| Annual return | 12.63% | 530.15%-517.5pp | 176.28%-163.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $14,913 | $2,471+503.5% | $3,679+305.3% | $2,342+536.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,393 | $3,840+326.8% | $5,194+215.6% | $4,645+252.9% |