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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 | $11,710 | $225,673-94.8% | $203,872-94.3% | $155,188-92.5% |
| Participation rate | 25.0% | 80.3%-55.3pp | 77.8%-52.8pp | 80.8%-55.8pp |
| Annual return | 10.18% | 95.91%-85.7pp | 85.11%-74.9pp | 148.84%-138.7pp |
| Employer contribution / active EE | $739 | $4,099-82.0% | $3,757-80.3% | $4,248-82.6% |
| Participant deferral / active EE | $739 | $6,893-89.3% | $6,388-88.4% | $6,531-88.7% |
| Admin fee / account holder | $3,090 | $12,327-74.9% | $11,730-73.7% | $14,480-78.7% |