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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 | $14,127 | $226,105-93.8% | $182,540-92.3% | $152,897-90.8% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.0%-49.4pp | 82.5%-53.9pp |
| Annual return | 11.01% | 192.58%-181.6pp | 148.58%-137.6pp | 345.43%-334.4pp |
| Employer contribution / active EE | $613 | $4,978-87.7% | $4,076-85.0% | $4,764-87.1% |
| Participant deferral / active EE | $752 | $6,370-88.2% | $5,525-86.4% | $5,851-87.1% |
| Admin fee / account holder | $13,044 | $10,706+21.8% | $8,593+51.8% | $11,599+12.5% |