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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 | $8,937 | $121,677-92.7% | $104,625-91.5% | $158,966-94.4% |
| Participation rate | 30.8% | 77.5%-46.8pp | 74.1%-43.3pp | 82.0%-51.2pp |
| Annual return | 24.72% | 465.58%-440.9pp | 340.60%-315.9pp | 302.95%-278.2pp |
| Employer contribution / active EE | $428 | $3,165-86.5% | $2,681-84.0% | $4,762-91.0% |
| Participant deferral / active EE | $537 | $4,175-87.1% | $3,738-85.6% | $5,983-91.0% |
| Admin fee / account holder | $631 | $7,777-91.9% | $6,465-90.2% | $11,250-94.4% |