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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 | $11,625 | $176,120-93.4% | $159,487-92.7% | $167,553-93.1% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 15.49% | 331.95%-316.5pp | 263.71%-248.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $1,014 | $5,299-80.9% | $4,831-79.0% | $4,840-79.1% |
| Participant deferral / active EE | $1,859 | $7,752-76.0% | $7,354-74.7% | $6,343-70.7% |
| Admin fee / account holder | $1,338 | $12,561-89.4% | $10,804-87.6% | $12,316-89.1% |