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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 | $11,664 | $166,131-93.0% | $164,975-92.9% | $145,877-92.0% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.8pp |
| Annual return | 10.98% | 100.37%-89.4pp | 70.12%-59.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,380 | $5,276-73.8% | $4,343-68.2% | $4,663-70.4% |
| Participant deferral / active EE | $1,979 | $6,962-71.6% | $6,033-67.2% | $6,691-70.4% |
| Admin fee / account holder | $5,435 | $16,648-67.4% | $12,688-57.2% | $13,402-59.4% |