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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 | $13,285 | $176,077-92.5% | $159,455-91.7% | $167,518-92.1% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 20.53% | 331.83%-311.3pp | 263.63%-243.1pp | 478.71%-458.2pp |
| Employer contribution / active EE | $1,149 | $5,298-78.3% | $4,830-76.2% | $4,838-76.2% |
| Participant deferral / active EE | $1,394 | $7,751-82.0% | $7,353-81.0% | $6,342-78.0% |
| Admin fee / account holder | $1,793 | $12,556-85.7% | $10,800-83.4% | $12,312-85.4% |