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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 | $13,336 | $183,539-92.7% | $155,556-91.4% | $145,897-90.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 17.62% | 61.31%-43.7pp | 64.84%-47.2pp | 552.29%-534.7pp |
| Employer contribution / active EE | $1,280 | $5,315-75.9% | $4,675-72.6% | $4,663-72.6% |
| Participant deferral / active EE | $1,760 | $6,467-72.8% | $5,631-68.7% | $6,689-73.7% |
| Admin fee / account holder | $698 | $19,275-96.4% | $15,885-95.6% | $13,390-94.8% |