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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 | $14,898 | $107,363-86.1% | $92,909-84.0% | $152,897-90.3% |
| Participation rate | 52.4% | 79.8%-27.4pp | 76.0%-23.6pp | 82.5%-30.1pp |
| Annual return | 26.14% | 145.63%-119.5pp | 109.44%-83.3pp | 345.43%-319.3pp |
| Employer contribution / active EE | $876 | $4,222-79.2% | $3,653-76.0% | $4,764-81.6% |
| Participant deferral / active EE | $1,026 | $4,848-78.8% | $4,238-75.8% | $5,851-82.5% |
| Admin fee / account holder | $3,696 | $7,082-47.8% | $5,795-36.2% | $11,599-68.1% |