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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 | $11,223 | $209,425-94.6% | $178,499-93.7% | $158,966-92.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 35.25% | 188.80%-153.5pp | 151.10%-115.9pp | 302.95%-267.7pp |
| Employer contribution / active EE | $3,339 | $5,707-41.5% | $5,011-33.4% | $4,762-29.9% |
| Participant deferral / active EE | $129 | $5,955-97.8% | $5,202-97.5% | $5,983-97.8% |
| Admin fee / account holder | $636 | $17,078-96.3% | $13,986-95.5% | $11,250-94.3% |