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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 | $10,912 | $196,972-94.5% | $182,262-94.0% | $198,609-94.5% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 56.98% | 158.27%-101.3pp | 140.60%-83.6pp | 202.70%-145.7pp |
| Employer contribution / active EE | $1,457 | $5,364-72.8% | $5,046-71.1% | $5,055-71.2% |
| Participant deferral / active EE | $1,947 | $8,643-77.5% | $8,276-76.5% | $6,977-72.1% |
| Admin fee / account holder | $1,918 | $18,429-89.6% | $16,712-88.5% | $19,030-89.9% |