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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 | $14,382 | $144,130-90.0% | $117,861-87.8% | $147,586-90.3% |
| Participation rate | 52.4% | 83.4%-31.0pp | 79.7%-27.3pp | 82.8%-30.4pp |
| Annual return | 20.39% | 531.20%-510.8pp | 335.11%-314.7pp | 578.59%-558.2pp |
| Employer contribution / active EE | $3,675 | $4,897-25.0% | $3,786-3.0% | $4,876-24.6% |
| Participant deferral / active EE | $753 | $5,316-85.8% | $4,482-83.2% | $5,439-86.2% |
| Admin fee / account holder | $22,033 | $10,887+102.4% | $8,021+174.7% | $10,886+102.4% |