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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 | $8,888 | $165,399-94.6% | $149,745-94.1% | $158,982-94.4% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 38.55% | 348.34%-309.8pp | 276.72%-238.2pp | 302.99%-264.4pp |
| Employer contribution / active EE | $1,332 | $5,105-73.9% | $4,646-71.3% | $4,763-72.0% |
| Participant deferral / active EE | $1,819 | $7,183-74.7% | $6,843-73.4% | $5,983-69.6% |
| Admin fee / account holder | $8,093 | $10,811-25.1% | $9,312-13.1% | $11,252-28.1% |