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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 | $9,813 | $160,028-93.9% | $147,080-93.3% | $145,884-93.3% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 11.92% | 98.60%-86.7pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,152 | $5,286-78.2% | $4,933-76.6% | $4,662-75.3% |
| Participant deferral / active EE | $2,002 | $8,422-76.2% | $8,066-75.2% | $6,690-70.1% |
| Admin fee / account holder | $5,624 | $15,030-62.6% | $12,989-56.7% | $13,392-58.0% |