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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 | $7,831 | $183,592-95.7% | $155,574-95.0% | $145,877-94.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.31% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,689 | $5,317-49.4% | $4,676-42.5% | $4,663-42.3% |
| Participant deferral / active EE | $308 | $6,466-95.2% | $5,629-94.5% | $6,691-95.4% |
| Admin fee / account holder | $3,361 | $19,316-82.6% | $15,914-78.9% | $13,402-74.9% |