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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 | $208,088-94.0% | $186,193-93.2% | $154,746-91.9% |
| Participation rate | 53.8% | 80.0%-26.1pp | 77.1%-23.3pp | 80.7%-26.9pp |
| Annual return | 13.26% | 89.97%-76.7pp | 78.03%-64.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $704 | $4,340-83.8% | $3,918-82.0% | $4,379-83.9% |
| Participant deferral / active EE | $1,072 | $7,078-84.8% | $6,513-83.5% | $6,730-84.1% |
| Admin fee / account holder | $8,322 | $11,698-28.9% | $11,058-24.7% | $14,365-42.1% |