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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 | $10,177 | $181,062-94.4% | $158,223-93.6% | $155,188-93.4% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 13.51% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,196 | $4,565-73.8% | $4,109-70.9% | $4,248-71.9% |
| Participant deferral / active EE | $1,312 | $6,134-78.6% | $5,467-76.0% | $6,531-79.9% |
| Admin fee / account holder | $7,806 | $18,825-58.5% | $16,047-51.4% | $14,480-46.1% |