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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 | $11,547 | $157,276-92.7% | $141,177-91.8% | $152,885-92.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 26.02% | 64.33%-38.3pp | 71.40%-45.4pp | 345.39%-319.4pp |
| Employer contribution / active EE | $1,009 | $5,262-80.8% | $4,736-78.7% | $4,763-78.8% |
| Participant deferral / active EE | $1,588 | $7,110-77.7% | $6,710-76.3% | $5,851-72.9% |
| Admin fee / account holder | $3,035 | $12,123-75.0% | $10,263-70.4% | $11,598-73.8% |