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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 | $12,933 | $157,296-91.8% | $141,191-90.8% | $152,897-91.5% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.5%-52.5pp |
| Annual return | 22.97% | 64.34%-41.4pp | 71.41%-48.4pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,017 | $5,262-80.7% | $4,736-78.5% | $4,764-78.6% |
| Participant deferral / active EE | $1,387 | $7,111-80.5% | $6,710-79.3% | $5,851-76.3% |
| Admin fee / account holder | $771 | $12,125-93.6% | $10,264-92.5% | $11,599-93.4% |