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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 | $9,333 | $55,446-83.2% | $155,574-94.0% | $74,429-87.5% |
| Participation rate | 28.2% | 61.9%-33.7pp | 78.2%-50.0pp | 67.2%-39.0pp |
| Annual return | 11.89% | 269.20%-257.3pp | 64.87%-53.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $451 | $2,266-80.1% | $4,676-90.3% | $2,625-82.8% |
| Participant deferral / active EE | $764 | $2,836-73.1% | $5,629-86.4% | $4,348-82.4% |
| Admin fee / account holder | $1,981 | $1,743+13.7% | $15,914-87.6% | $1,944+1.9% |