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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 | $8,799 | $129,737-93.2% | $119,126-92.6% | $154,746-94.3% |
| Participation rate | 64.3% | 78.9%-14.6pp | 75.8%-11.5pp | 80.7%-16.4pp |
| Annual return | 23.78% | 379.08%-355.3pp | 282.11%-258.3pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,012 | $4,375-76.9% | $4,034-74.9% | $4,379-76.9% |
| Participant deferral / active EE | $1,463 | $5,842-75.0% | $5,318-72.5% | $6,730-78.3% |
| Admin fee / account holder | $304 | $11,961-97.5% | $10,693-97.2% | $14,365-97.9% |