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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 | $160,040-90.4% | $147,096-89.6% | $145,877-89.5% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 10.18% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,504 | $5,289-71.6% | $4,936-69.5% | $4,663-67.8% |
| Participant deferral / active EE | $2,473 | $8,429-70.7% | $8,071-69.4% | $6,691-63.0% |
| Admin fee / account holder | $36,511 | $15,050+142.6% | $13,005+180.7% | $13,402+172.4% |