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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 | $9,658 | $160,070-94.0% | $147,117-93.4% | $145,897-93.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.39% | 98.69%-83.3pp | 420.54%-405.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,249 | $5,285-76.4% | $4,932-74.7% | $4,663-73.2% |
| Participant deferral / active EE | $1,475 | $8,419-82.5% | $8,065-81.7% | $6,689-78.0% |
| Admin fee / account holder | $973 | $15,035-93.5% | $12,993-92.5% | $13,390-92.7% |