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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 | $10,951 | $55,446-80.2% | $155,574-93.0% | $74,429-85.3% |
| Participation rate | 26.8% | 61.9%-35.1pp | 78.2%-51.5pp | 67.2%-40.5pp |
| Annual return | 16.15% | 269.20%-253.1pp | 64.87%-48.7pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $451 | $2,266-80.1% | $4,676-90.4% | $2,625-82.8% |
| Participant deferral / active EE | $705 | $2,836-75.1% | $5,629-87.5% | $4,348-83.8% |
| Admin fee / account holder | $715 | $1,743-59.0% | $15,914-95.5% | $1,944-63.2% |