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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 | $9,089 | $144,130-93.7% | $117,861-92.3% | $147,586-93.8% |
| Participation rate | 53.8% | 83.4%-29.6pp | 79.7%-25.8pp | 82.8%-29.0pp |
| Annual return | 22.97% | 531.20%-508.2pp | 335.11%-312.1pp | 578.59%-555.6pp |
| Employer contribution / active EE | $1,086 | $4,897-77.8% | $3,786-71.3% | $4,876-77.7% |
| Participant deferral / active EE | $1,111 | $5,316-79.1% | $4,482-75.2% | $5,439-79.6% |
| Admin fee / account holder | $816 | $10,887-92.5% | $8,021-89.8% | $10,886-92.5% |