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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 | $9,976 | $138,102-92.8% | $125,381-92.0% | $134,532-92.6% |
| Participation rate | 41.2% | 84.5%-43.3pp | 82.4%-41.2pp | 81.2%-40.1pp |
| Annual return | 452.79% | 750.73%-297.9pp | 572.31%-119.5pp | 418.27%+34.5pp |
| Employer contribution / active EE | $2,089 | $5,245-60.2% | $4,815-56.6% | $4,741-55.9% |
| Participant deferral / active EE | $2,102 | $7,801-73.0% | $7,448-71.8% | $6,401-67.2% |
| Admin fee / account holder | $1,268 | $11,568-89.0% | $10,007-87.3% | $11,429-88.9% |