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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 | $14,053 | $118,708-88.2% | $98,920-85.8% | $158,982-91.2% |
| Participation rate | 69.6% | 77.8%-8.3pp | 76.0%-6.5pp | 82.0%-12.4pp |
| Annual return | 7.77% | 372.49%-364.7pp | 196.47%-188.7pp | 302.99%-295.2pp |
| Employer contribution / active EE | $898 | $3,334-73.1% | $2,689-66.6% | $4,763-81.1% |
| Participant deferral / active EE | $1,008 | $5,089-80.2% | $4,245-76.2% | $5,983-83.1% |
| Admin fee / account holder | $11,873 | $10,134+17.2% | $6,643+78.7% | $11,252+5.5% |