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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 | $3,874 | $175,257-97.8% | $149,717-97.4% | $139,456-97.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 11.57% | 166.70%-155.1pp | 134.41%-122.8pp | 373.45%-361.9pp |
| Employer contribution / active EE | $1,138 | $5,477-79.2% | $4,820-76.4% | $4,753-76.1% |
| Participant deferral / active EE | $302 | $6,521-95.4% | $5,682-94.7% | $6,711-95.5% |
| Admin fee / account holder | $1,551 | $16,156-90.4% | $13,213-88.3% | $11,407-86.4% |