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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 | $142,354-89.8% | $125,529-88.4% | $155,188-90.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 14.08% | 306.06%-292.0pp | 202.56%-188.5pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,006 | $3,501-71.3% | $3,058-67.1% | $4,248-76.3% |
| Participant deferral / active EE | $1,481 | $5,491-73.0% | $4,813-69.2% | $6,531-77.3% |
| Admin fee / account holder | $3,486 | $19,392-82.0% | $16,298-78.6% | $14,480-75.9% |