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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 | $9,394 | $175,231-94.6% | $149,696-93.7% | $139,466-93.3% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 12.36% | 166.77%-154.4pp | 134.46%-122.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,165 | $5,478-78.7% | $4,821-75.8% | $4,754-75.5% |
| Participant deferral / active EE | $1,392 | $6,521-78.7% | $5,682-75.5% | $6,712-79.3% |
| Admin fee / account holder | $4,414 | $16,155-72.7% | $13,212-66.6% | $11,409-61.3% |