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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 | $11,540 | $226,105-94.9% | $182,540-93.7% | $152,897-92.5% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.5%-42.5pp |
| Annual return | 19.54% | 192.58%-173.0pp | 148.58%-129.0pp | 345.43%-325.9pp |
| Employer contribution / active EE | $715 | $4,978-85.6% | $4,076-82.5% | $4,764-85.0% |
| Participant deferral / active EE | $923 | $6,370-85.5% | $5,525-83.3% | $5,851-84.2% |
| Admin fee / account holder | $2,952 | $10,706-72.4% | $8,593-65.6% | $11,599-74.5% |