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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 | $8,008 | $106,008-92.4% | $92,240-91.3% | $147,586-94.6% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 15.44% | 50.05%-34.6pp | 176.29%-160.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $10,728 | $4,333+147.6% | $3,680+191.6% | $4,876+120.0% |
| Participant deferral / active EE | $1,057 | $4,478-76.4% | $3,897-72.9% | $5,439-80.6% |
| Admin fee / account holder | $2,762 | $6,333-56.4% | $5,194-46.8% | $10,886-74.6% |