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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 | $9,832 | $159,978-93.9% | $147,041-93.3% | $145,978-93.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.17% | 98.36%-84.2pp | 419.21%-405.0pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,184 | $5,288-77.6% | $4,935-76.0% | $4,662-74.6% |
| Participant deferral / active EE | $1,871 | $8,429-77.8% | $8,071-76.8% | $6,690-72.0% |
| Admin fee / account holder | $12,427 | $15,053-17.4% | $13,006-4.5% | $13,400-7.3% |