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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 | $12,453 | $209,422-94.1% | $178,503-93.0% | $158,982-92.2% |
| Participation rate | 52.6% | 86.4%-33.7pp | 81.9%-29.3pp | 82.0%-29.3pp |
| Annual return | 29.97% | 188.81%-158.8pp | 151.12%-121.2pp | 302.99%-273.0pp |
| Employer contribution / active EE | $2,395 | $5,707-58.0% | $5,011-52.2% | $4,763-49.7% |
| Participant deferral / active EE | $1,524 | $5,955-74.4% | $5,202-70.7% | $5,983-74.5% |
| Admin fee / account holder | $1,961 | $17,079-88.5% | $13,987-86.0% | $11,252-82.6% |