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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 | $10,441 | $111,785-90.7% | $93,669-88.9% | $145,877-92.8% |
| Participation rate | 28.6% | 74.2%-45.7pp | 68.7%-40.2pp | 80.3%-51.7pp |
| Annual return | 13.23% | 203.79%-190.6pp | 133.59%-120.4pp | 551.28%-538.1pp |
| Employer contribution / active EE | $660 | $3,096-78.7% | $2,424-72.8% | $4,663-85.8% |
| Participant deferral / active EE | $824 | $4,919-83.3% | $4,416-81.3% | $6,691-87.7% |
| Admin fee / account holder | $990 | $10,256-90.4% | $8,291-88.1% | $13,402-92.6% |