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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 | $12,254 | $157,296-92.2% | $141,191-91.3% | $152,897-92.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 25.73% | 64.34%-38.6pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,184 | $5,262-77.5% | $4,736-75.0% | $4,764-75.1% |
| Participant deferral / active EE | $2,074 | $7,111-70.8% | $6,710-69.1% | $5,851-64.6% |
| Admin fee / account holder | $1,393 | $12,125-88.5% | $10,264-86.4% | $11,599-88.0% |