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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 | $196,972-94.8% | $182,262-94.4% | $198,609-94.9% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 6.47% | 158.27%-151.8pp | 140.60%-134.1pp | 202.70%-196.2pp |
| Employer contribution / active EE | $2,143 | $5,364-60.0% | $5,046-57.5% | $5,055-57.6% |
| Participant deferral / active EE | $3,439 | $8,643-60.2% | $8,276-58.4% | $6,977-50.7% |
| Admin fee / account holder | $14,631 | $18,429-20.6% | $16,712-12.5% | $19,030-23.1% |