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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 | $12,848 | $86,288-85.1% | $111,306-88.5% | $85,851-85.0% |
| Participation rate | 42.3% | 73.3%-31.0pp | 77.3%-35.0pp | 69.3%-27.0pp |
| Annual return | 13.11% | 19.99%-6.9pp | 54.67%-41.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $1,006 | $2,044-50.8% | $2,732-63.2% | $2,565-60.8% |
| Participant deferral / active EE | $1,309 | $3,641-64.0% | $4,488-70.8% | $3,952-66.9% |
| Admin fee / account holder | $3,365 | $8,189-58.9% | $7,966-57.8% | $6,261-46.2% |