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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 | $11,973 | $176,105-93.2% | $159,474-92.5% | $167,536-92.9% |
| Participation rate | 69.2% | 85.0%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 17.64% | 331.91%-314.3pp | 263.68%-246.0pp | 478.82%-461.2pp |
| Employer contribution / active EE | $1,637 | $5,299-69.1% | $4,831-66.1% | $4,839-66.2% |
| Participant deferral / active EE | $2,095 | $7,751-73.0% | $7,353-71.5% | $6,342-67.0% |
| Admin fee / account holder | $1,955 | $12,559-84.4% | $10,802-81.9% | $12,315-84.1% |