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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 | $4,619 | $114,119-96.0% | $107,187-95.7% | $138,895-96.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 16.42% | 273.21%-256.8pp | 204.55%-188.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $855 | $4,059-78.9% | $3,782-77.4% | $4,194-79.6% |
| Participant deferral / active EE | $1,357 | $5,538-75.5% | $5,096-73.4% | $6,396-78.8% |
| Admin fee / account holder | $5,116 | $10,024-49.0% | $9,162-44.2% | $12,562-59.3% |