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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 | $11,242 | $165,399-93.2% | $149,745-92.5% | $158,982-92.9% |
| Participation rate | 35.0% | 84.6%-49.6pp | 82.5%-47.5pp | 82.0%-47.0pp |
| Annual return | 34.26% | 348.34%-314.1pp | 276.72%-242.5pp | 302.99%-268.7pp |
| Employer contribution / active EE | $1,281 | $5,105-74.9% | $4,646-72.4% | $4,763-73.1% |
| Participant deferral / active EE | $2,291 | $7,183-68.1% | $6,843-66.5% | $5,983-61.7% |
| Admin fee / account holder | $2,836 | $10,811-73.8% | $9,312-69.5% | $11,252-74.8% |