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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 | $11,822 | $125,237-90.6% | $105,608-88.8% | $145,877-91.9% |
| Participation rate | 52.4% | 77.7%-25.3pp | 75.3%-22.9pp | 80.3%-27.9pp |
| Annual return | 14.65% | 225.76%-211.1pp | 116.50%-101.8pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,073 | $3,720-71.2% | $3,167-66.1% | $4,663-77.0% |
| Participant deferral / active EE | $1,496 | $5,711-73.8% | $5,010-70.1% | $6,691-77.6% |
| Admin fee / account holder | $673 | $17,287-96.1% | $11,028-93.9% | $13,402-95.0% |