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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 | $15,339 | $159,934-90.4% | $147,005-89.6% | $145,959-89.5% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 10.18% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,504 | $5,287-71.6% | $4,934-69.5% | $4,661-67.7% |
| Participant deferral / active EE | $2,473 | $8,427-70.7% | $8,070-69.4% | $6,689-63.0% |
| Admin fee / account holder | $36,511 | $15,053+142.5% | $13,006+180.7% | $13,398+172.5% |