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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 | $17,960 | $112,915-84.1% | $90,965-80.3% | $158,950-88.7% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 10.91% | 215.75%-204.8pp | 134.57%-123.7pp | 302.91%-292.0pp |
| Employer contribution / active EE | $578 | $2,894-80.0% | $2,122-72.8% | $4,762-87.9% |
| Participant deferral / active EE | $619 | $4,128-85.0% | $3,373-81.7% | $5,983-89.7% |
| Admin fee / account holder | $3,818 | $8,044-52.5% | $5,960-35.9% | $11,248-66.1% |