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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 | $12,058 | $176,105-93.2% | $159,474-92.4% | $167,536-92.8% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 10.18% | 331.91%-321.7pp | 263.68%-253.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $1,084 | $5,299-79.5% | $4,831-77.6% | $4,839-77.6% |
| Participant deferral / active EE | $1,292 | $7,751-83.3% | $7,353-82.4% | $6,342-79.6% |
| Admin fee / account holder | $416 | $12,559-96.7% | $10,802-96.1% | $12,315-96.6% |