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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 | $8,974 | $226,135-96.0% | $182,558-95.1% | $152,909-94.1% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.0%-33.5pp | 82.5%-38.0pp |
| Annual return | 9.88% | 192.60%-182.7pp | 148.59%-138.7pp | 345.46%-335.6pp |
| Employer contribution / active EE | $782 | $4,979-84.3% | $4,076-80.8% | $4,764-83.6% |
| Participant deferral / active EE | $976 | $6,371-84.7% | $5,526-82.3% | $5,851-83.3% |
| Admin fee / account holder | $1,098 | $10,707-89.7% | $8,594-87.2% | $11,601-90.5% |