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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 | $15,201 | $165,361-90.8% | $149,715-89.8% | $158,950-90.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 9.98% | 348.24%-338.3pp | 276.66%-266.7pp | 302.91%-292.9pp |
| Employer contribution / active EE | $1,170 | $5,103-77.1% | $4,645-74.8% | $4,762-75.4% |
| Participant deferral / active EE | $1,578 | $7,182-78.0% | $6,842-76.9% | $5,983-73.6% |
| Admin fee / account holder | $5,999 | $10,808-44.5% | $9,310-35.6% | $11,248-46.7% |