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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 | $8,792 | $84,708-89.6% | $75,714-88.4% | $167,536-94.8% |
| Participation rate | 52.4% | 77.8%-25.5pp | 74.8%-22.5pp | 82.1%-29.7pp |
| Annual return | 19.86% | 199.62%-179.8pp | 104.62%-84.8pp | 478.82%-459.0pp |
| Employer contribution / active EE | $1,131 | $3,231-65.0% | $2,744-58.8% | $4,839-76.6% |
| Participant deferral / active EE | $715 | $4,577-84.4% | $3,820-81.3% | $6,342-88.7% |
| Admin fee / account holder | $1,141 | $5,358-78.7% | $3,619-68.5% | $12,315-90.7% |