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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 | $11,026 | $155,555-92.9% | $146,866-92.5% | $155,188-92.9% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 831.48% | 115.41%+716.1pp | 102.85%+728.6pp | 148.84%+682.6pp |
| Employer contribution / active EE | $1,941 | $4,647-58.2% | $4,425-56.1% | $4,248-54.3% |
| Participant deferral / active EE | $2,103 | $8,044-73.9% | $7,759-72.9% | $6,531-67.8% |
| Admin fee / account holder | $1,968 | $14,755-86.7% | $13,620-85.6% | $14,480-86.4% |