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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 | $14,529 | $132,099-89.0% | $115,599-87.4% | $138,895-89.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 14.08% | 176.76%-162.7pp | 111.10%-97.0pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,006 | $3,416-70.6% | $2,955-66.0% | $4,194-76.0% |
| Participant deferral / active EE | $1,481 | $5,617-73.6% | $4,889-69.7% | $6,396-76.8% |
| Admin fee / account holder | $3,486 | $15,650-77.7% | $12,841-72.8% | $12,562-72.2% |