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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 | $10,272 | $129,737-92.1% | $119,126-91.4% | $154,746-93.4% |
| Participation rate | 45.0% | 78.9%-33.9pp | 75.8%-30.8pp | 80.7%-35.7pp |
| Annual return | 21.78% | 379.08%-357.3pp | 282.11%-260.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,152 | $4,375-73.7% | $4,034-71.4% | $4,379-73.7% |
| Participant deferral / active EE | $1,555 | $5,842-73.4% | $5,318-70.8% | $6,730-76.9% |
| Admin fee / account holder | $1,037 | $11,961-91.3% | $10,693-90.3% | $14,365-92.8% |