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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 | $13,195 | $209,888-93.7% | $189,545-93.0% | $167,553-92.1% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 24.49% | 748.66%-724.2pp | 555.36%-530.9pp | 478.89%-454.4pp |
| Employer contribution / active EE | $3,647 | $6,915-47.3% | $6,162-40.8% | $4,840-24.6% |
| Participant deferral / active EE | $2,363 | $8,934-73.6% | $8,220-71.3% | $6,343-62.7% |
| Admin fee / account holder | $3,399 | $14,300-76.2% | $12,049-71.8% | $12,316-72.4% |