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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 | $9,492 | $152,619-93.8% | $125,195-92.4% | $152,909-93.8% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 18.69% | 54.85%-36.2pp | 43.79%-25.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,276 | $4,947-74.2% | $3,866-67.0% | $4,764-73.2% |
| Participant deferral / active EE | $1,603 | $5,869-72.7% | $4,937-67.5% | $5,851-72.6% |
| Admin fee / account holder | $2,327 | $13,437-82.7% | $9,704-76.0% | $11,601-79.9% |