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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 | $17,606 | $176,077-90.0% | $159,455-89.0% | $167,518-89.5% |
| Participation rate | 45.0% | 84.9%-39.9pp | 82.8%-37.8pp | 82.1%-37.1pp |
| Annual return | 59.28% | 331.83%-272.6pp | 263.63%-204.4pp | 478.71%-419.4pp |
| Employer contribution / active EE | $1,019 | $5,298-80.8% | $4,830-78.9% | $4,838-78.9% |
| Participant deferral / active EE | $2,127 | $7,751-72.6% | $7,353-71.1% | $6,342-66.5% |
| Admin fee / account holder | $9,388 | $12,556-25.2% | $10,800-13.1% | $12,312-23.8% |