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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 | $8,350 | $176,105-95.3% | $159,474-94.8% | $167,536-95.0% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 15.35% | 331.91%-316.6pp | 263.68%-248.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $1,017 | $5,299-80.8% | $4,831-78.9% | $4,839-79.0% |
| Participant deferral / active EE | $1,254 | $7,751-83.8% | $7,353-82.9% | $6,342-80.2% |
| Admin fee / account holder | $1,209 | $12,559-90.4% | $10,802-88.8% | $12,315-90.2% |