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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 | $4,741 | $129,737-96.3% | $119,126-96.0% | $154,746-96.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 14.48% | 379.08%-364.6pp | 282.11%-267.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,024 | $4,375-76.6% | $4,034-74.6% | $4,379-76.6% |
| Participant deferral / active EE | $1,145 | $5,842-80.4% | $5,318-78.5% | $6,730-83.0% |
| Admin fee / account holder | $2,844 | $11,961-76.2% | $10,693-73.4% | $14,365-80.2% |