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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 | $11,676 | $160,028-92.7% | $147,080-92.1% | $145,884-92.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 17.03% | 98.60%-81.6pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,586 | $5,286-70.0% | $4,933-67.8% | $4,662-66.0% |
| Participant deferral / active EE | $2,144 | $8,422-74.5% | $8,066-73.4% | $6,690-68.0% |
| Admin fee / account holder | $7,494 | $15,030-50.1% | $12,989-42.3% | $13,392-44.0% |