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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 | $9,667 | $160,070-94.0% | $147,117-93.4% | $145,897-93.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.44% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,191 | $5,285-77.5% | $4,932-75.8% | $4,663-74.5% |
| Participant deferral / active EE | $1,854 | $8,419-78.0% | $8,065-77.0% | $6,689-72.3% |
| Admin fee / account holder | $834 | $15,035-94.5% | $12,993-93.6% | $13,390-93.8% |