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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 | $12,042 | $157,829-92.4% | $136,867-91.2% | $198,609-93.9% |
| Participation rate | 26.1% | 77.2%-51.1pp | 74.5%-48.5pp | 82.4%-56.3pp |
| Annual return | 22.72% | 51.25%-28.5pp | 42.97%-20.3pp | 202.70%-180.0pp |
| Employer contribution / active EE | $893 | $3,923-77.2% | $3,547-74.8% | $5,055-82.3% |
| Participant deferral / active EE | $1,153 | $5,463-78.9% | $4,924-76.6% | $6,977-83.5% |
| Admin fee / account holder | $2,879 | $11,107-74.1% | $10,340-72.2% | $19,030-84.9% |