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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 | $12,956 | $196,972-93.4% | $182,262-92.9% | $198,609-93.5% |
| Participation rate | 52.6% | 85.7%-33.1pp | 84.2%-31.6pp | 82.4%-29.7pp |
| Annual return | 14.38% | 158.27%-143.9pp | 140.60%-126.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,856 | $5,364-65.4% | $5,046-63.2% | $5,055-63.3% |
| Participant deferral / active EE | $1,982 | $8,643-77.1% | $8,276-76.0% | $6,977-71.6% |
| Admin fee / account holder | $4,772 | $18,429-74.1% | $16,712-71.4% | $19,030-74.9% |