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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 | $16,099 | $118,708-86.4% | $98,920-83.7% | $158,966-89.9% |
| Participation rate | 28.6% | 77.8%-49.3pp | 76.0%-47.5pp | 82.0%-53.4pp |
| Annual return | 11.44% | 372.49%-361.0pp | 196.47%-185.0pp | 302.95%-291.5pp |
| Employer contribution / active EE | $806 | $3,334-75.8% | $2,689-70.0% | $4,762-83.1% |
| Participant deferral / active EE | $899 | $5,089-82.3% | $4,245-78.8% | $5,983-85.0% |
| Admin fee / account holder | $8,959 | $10,134-11.6% | $6,643+34.9% | $11,250-20.4% |