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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 | $12,517 | $125,193-90.0% | $105,591-88.1% | $145,978-91.4% |
| Participation rate | 53.3% | 77.6%-24.3pp | 75.3%-21.9pp | 80.3%-27.0pp |
| Annual return | 8.64% | 225.53%-216.9pp | 116.43%-107.8pp | 550.52%-541.9pp |
| Employer contribution / active EE | $823 | $3,718-77.9% | $3,166-74.0% | $4,662-82.4% |
| Participant deferral / active EE | $927 | $5,708-83.8% | $5,008-81.5% | $6,690-86.1% |
| Admin fee / account holder | $16,987 | $17,277-1.7% | $11,024+54.1% | $13,400+26.8% |