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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 | $12,579 | $225,673-94.4% | $203,872-93.8% | $155,188-91.9% |
| Participation rate | 53.8% | 80.3%-26.5pp | 77.8%-24.0pp | 80.8%-27.0pp |
| Annual return | 13.26% | 95.91%-82.6pp | 85.11%-71.8pp | 148.84%-135.6pp |
| Employer contribution / active EE | $704 | $4,099-82.8% | $3,757-81.3% | $4,248-83.4% |
| Participant deferral / active EE | $1,072 | $6,893-84.4% | $6,388-83.2% | $6,531-83.6% |
| Admin fee / account holder | $8,322 | $12,327-32.5% | $11,730-29.1% | $14,480-42.5% |