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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 | $15,109 | $157,296-90.4% | $141,191-89.3% | $152,897-90.1% |
| Participation rate | 60.9% | 84.8%-24.0pp | 82.5%-21.6pp | 82.5%-21.6pp |
| Annual return | 25.17% | 64.34%-39.2pp | 71.41%-46.2pp | 345.43%-320.3pp |
| Employer contribution / active EE | $1,442 | $5,262-72.6% | $4,736-69.6% | $4,764-69.7% |
| Participant deferral / active EE | $1,935 | $7,111-72.8% | $6,710-71.2% | $5,851-66.9% |
| Admin fee / account holder | $465 | $12,125-96.2% | $10,264-95.5% | $11,599-96.0% |