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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 | $10,964 | $176,077-93.8% | $159,455-93.1% | $167,518-93.5% |
| Participation rate | 46.7% | 84.9%-38.3pp | 82.8%-36.2pp | 82.1%-35.4pp |
| Annual return | 19.07% | 331.83%-312.8pp | 263.63%-244.6pp | 478.71%-459.6pp |
| Employer contribution / active EE | $1,276 | $5,298-75.9% | $4,830-73.6% | $4,838-73.6% |
| Participant deferral / active EE | $2,197 | $7,751-71.7% | $7,353-70.1% | $6,342-65.4% |
| Admin fee / account holder | $882 | $12,556-93.0% | $10,800-91.8% | $12,312-92.8% |