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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 | $13,490 | $112,933-88.1% | $90,970-85.2% | $158,982-91.5% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 13.86% | 215.82%-202.0pp | 134.60%-120.7pp | 302.99%-289.1pp |
| Employer contribution / active EE | $550 | $2,893-81.0% | $2,122-74.1% | $4,763-88.4% |
| Participant deferral / active EE | $550 | $4,128-86.7% | $3,373-83.7% | $5,983-90.8% |
| Admin fee / account holder | $903 | $8,047-88.8% | $5,961-84.9% | $11,252-92.0% |