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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 | $9,676 | $148,582-93.5% | $135,942-92.9% | $139,456-93.1% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 28.80% | 79.26%-50.5pp | 68.28%-39.5pp | 373.45%-344.6pp |
| Employer contribution / active EE | $1,413 | $5,245-73.1% | $4,858-70.9% | $4,753-70.3% |
| Participant deferral / active EE | $1,724 | $8,101-78.7% | $7,759-77.8% | $6,711-74.3% |
| Admin fee / account holder | $400 | $12,402-96.8% | $10,764-96.3% | $11,407-96.5% |