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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 | $9,887 | $148,582-93.3% | $135,942-92.7% | $139,456-92.9% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 33.58% | 79.26%-45.7pp | 68.28%-34.7pp | 373.45%-339.9pp |
| Employer contribution / active EE | $1,560 | $5,245-70.3% | $4,858-67.9% | $4,753-67.2% |
| Participant deferral / active EE | $1,966 | $8,101-75.7% | $7,759-74.7% | $6,711-70.7% |
| Admin fee / account holder | $670 | $12,402-94.6% | $10,764-93.8% | $11,407-94.1% |