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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 | $12,670 | $121,656-89.6% | $104,614-87.9% | $158,950-92.0% |
| Participation rate | 30.0% | 77.5%-47.5pp | 74.1%-44.1pp | 82.0%-52.0pp |
| Annual return | 17.69% | 465.51%-447.8pp | 340.56%-322.9pp | 302.91%-285.2pp |
| Employer contribution / active EE | $476 | $3,164-85.0% | $2,681-82.2% | $4,762-90.0% |
| Participant deferral / active EE | $476 | $4,177-88.6% | $3,739-87.3% | $5,983-92.0% |
| Admin fee / account holder | $921 | $7,775-88.2% | $6,464-85.8% | $11,248-91.8% |