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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 | $11,615 | $125,184-90.7% | $105,607-89.0% | $145,884-92.0% |
| Participation rate | 43.5% | 77.6%-34.2pp | 75.3%-31.8pp | 80.3%-36.8pp |
| Annual return | 15.97% | 225.00%-209.0pp | 116.11%-100.1pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,439 | $3,720-61.3% | $3,167-54.6% | $4,662-69.1% |
| Participant deferral / active EE | $1,481 | $5,714-74.1% | $5,011-70.4% | $6,690-77.9% |
| Admin fee / account holder | $512 | $17,133-97.0% | $10,958-95.3% | $13,392-96.2% |