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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 | $14,639 | $160,028-90.9% | $147,080-90.0% | $145,884-90.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.11% | 98.60%-88.5pp | 420.17%-410.1pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,228 | $5,286-76.8% | $4,933-75.1% | $4,662-73.7% |
| Participant deferral / active EE | $900 | $8,422-89.3% | $8,066-88.8% | $6,690-86.6% |
| Admin fee / account holder | $623 | $15,030-95.9% | $12,989-95.2% | $13,392-95.3% |