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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 | $9,614 | $165,381-94.2% | $149,730-93.6% | $158,966-94.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 9.25% | 348.29%-339.0pp | 276.70%-267.4pp | 302.95%-293.7pp |
| Employer contribution / active EE | $1,660 | $5,104-67.5% | $4,645-64.3% | $4,762-65.1% |
| Participant deferral / active EE | $2,129 | $7,182-70.4% | $6,843-68.9% | $5,983-64.4% |
| Admin fee / account holder | $40,398 | $10,809+273.7% | $9,310+333.9% | $11,250+259.1% |