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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 | $10,737 | $209,422-94.9% | $178,503-94.0% | $158,982-93.2% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 159.38% | 188.81%-29.4pp | 151.12%+8.3pp | 302.99%-143.6pp |
| Employer contribution / active EE | $1,695 | $5,707-70.3% | $5,011-66.2% | $4,763-64.4% |
| Participant deferral / active EE | $1,131 | $5,955-81.0% | $5,202-78.3% | $5,983-81.1% |
| Admin fee / account holder | $415 | $17,079-97.6% | $13,987-97.0% | $11,252-96.3% |