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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 | $134,817-93.5% | $123,973-92.9% | $155,188-94.3% |
| Participation rate | 64.3% | 79.4%-15.1pp | 76.7%-12.4pp | 80.8%-16.5pp |
| Annual return | 23.78% | 515.49%-491.7pp | 388.13%-364.3pp | 148.84%-125.1pp |
| Employer contribution / active EE | $1,012 | $4,425-77.1% | $4,126-75.5% | $4,248-76.2% |
| Participant deferral / active EE | $1,463 | $5,706-74.4% | $5,247-72.1% | $6,531-77.6% |
| Admin fee / account holder | $304 | $13,245-97.7% | $11,799-97.4% | $14,480-97.9% |