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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 | $3,416 | $183,516-98.1% | $155,534-97.8% | $145,884-97.7% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 9.17% | 61.43%-52.3pp | 64.92%-55.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,235 | $5,315-58.0% | $4,675-52.2% | $4,662-52.1% |
| Participant deferral / active EE | $807 | $6,467-87.5% | $5,630-85.7% | $6,690-87.9% |
| Admin fee / account holder | $9,558 | $19,293-50.5% | $15,900-39.9% | $13,392-28.6% |