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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 | $10,035 | $176,077-94.3% | $159,455-93.7% | $167,518-94.0% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 18.38% | 331.83%-313.5pp | 263.63%-245.3pp | 478.71%-460.3pp |
| Employer contribution / active EE | $1,452 | $5,298-72.6% | $4,830-69.9% | $4,838-70.0% |
| Participant deferral / active EE | $2,261 | $7,751-70.8% | $7,353-69.2% | $6,342-64.3% |
| Admin fee / account holder | $924 | $12,556-92.6% | $10,800-91.4% | $12,312-92.5% |