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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 | $12,043 | $157,304-92.3% | $141,197-91.5% | $152,909-92.1% |
| Participation rate | 30.8% | 84.8%-54.1pp | 82.5%-51.7pp | 82.5%-51.7pp |
| Annual return | 22.29% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,060 | $5,263-79.9% | $4,736-77.6% | $4,764-77.8% |
| Participant deferral / active EE | $1,366 | $7,111-80.8% | $6,710-79.6% | $5,851-76.7% |
| Admin fee / account holder | $7,462 | $12,126-38.5% | $10,265-27.3% | $11,601-35.7% |