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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 | $12,545 | $177,353-92.9% | $158,226-92.1% | $198,609-93.7% |
| Participation rate | 66.7% | 77.0%-10.4pp | 74.8%-8.2pp | 82.4%-15.7pp |
| Annual return | 17.44% | 599.50%-582.1pp | 501.41%-484.0pp | 202.70%-185.3pp |
| Employer contribution / active EE | $759 | $3,239-76.6% | $2,986-74.6% | $5,055-85.0% |
| Participant deferral / active EE | $759 | $4,615-83.6% | $4,317-82.4% | $6,977-89.1% |
| Admin fee / account holder | $1,126 | $10,960-89.7% | $10,217-89.0% | $19,030-94.1% |