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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 | $7,992 | $160,040-95.0% | $147,096-94.6% | $145,877-94.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 15.48% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,466 | $5,289-72.3% | $4,936-70.3% | $4,663-68.6% |
| Participant deferral / active EE | $2,127 | $8,429-74.8% | $8,071-73.6% | $6,691-68.2% |
| Admin fee / account holder | $3,806 | $15,050-74.7% | $13,005-70.7% | $13,402-71.6% |