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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 | $13,481 | $107,363-87.4% | $92,909-85.5% | $152,897-91.2% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 23.97% | 145.63%-121.7pp | 109.44%-85.5pp | 345.43%-321.5pp |
| Employer contribution / active EE | $1,207 | $4,222-71.4% | $3,653-67.0% | $4,764-74.7% |
| Participant deferral / active EE | $1,207 | $4,848-75.1% | $4,238-71.5% | $5,851-79.4% |
| Admin fee / account holder | $1,926 | $7,082-72.8% | $5,795-66.8% | $11,599-83.4% |