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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 | $16,493 | $166,131-90.1% | $164,975-90.0% | $145,877-88.7% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 15.42% | 100.37%-84.9pp | 70.12%-54.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,366 | $5,276-74.1% | $4,343-68.6% | $4,663-70.7% |
| Participant deferral / active EE | $1,949 | $6,962-72.0% | $6,033-67.7% | $6,691-70.9% |
| Admin fee / account holder | $730 | $16,648-95.6% | $12,688-94.2% | $13,402-94.6% |