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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 | $15,039 | $112,933-86.7% | $90,970-83.5% | $158,982-90.5% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 15.08% | 215.82%-200.7pp | 134.60%-119.5pp | 302.99%-287.9pp |
| Employer contribution / active EE | $808 | $2,893-72.1% | $2,122-61.9% | $4,763-83.0% |
| Participant deferral / active EE | $988 | $4,128-76.1% | $3,373-70.7% | $5,983-83.5% |
| Admin fee / account holder | $1,079 | $8,047-86.6% | $5,961-81.9% | $11,252-90.4% |