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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 | $12,165 | $227,597-94.7% | $189,575-93.6% | $167,536-92.7% |
| Participation rate | 43.8% | 82.5%-38.7pp | 78.4%-34.7pp | 82.1%-38.4pp |
| Annual return | 15.98% | 78.44%-62.5pp | 64.19%-48.2pp | 478.82%-462.8pp |
| Employer contribution / active EE | $941 | $5,316-82.3% | $4,412-78.7% | $4,839-80.5% |
| Participant deferral / active EE | $823 | $7,002-88.2% | $6,174-86.7% | $6,342-87.0% |
| Admin fee / account holder | $2,058 | $11,877-82.7% | $9,806-79.0% | $12,315-83.3% |