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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 | $10,724 | $160,040-93.3% | $147,096-92.7% | $145,877-92.6% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 14.30% | 98.49%-84.2pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,463 | $5,289-72.4% | $4,936-70.4% | $4,663-68.6% |
| Participant deferral / active EE | $1,577 | $8,429-81.3% | $8,071-80.5% | $6,691-76.4% |
| Admin fee / account holder | $2,857 | $15,050-81.0% | $13,005-78.0% | $13,402-78.7% |