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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 | $9,293 | $176,077-94.7% | $159,455-94.2% | $167,518-94.5% |
| Participation rate | 47.8% | 84.9%-37.1pp | 82.8%-35.0pp | 82.1%-34.3pp |
| Annual return | 13.11% | 331.83%-318.7pp | 263.63%-250.5pp | 478.71%-465.6pp |
| Employer contribution / active EE | $1,125 | $5,298-78.8% | $4,830-76.7% | $4,838-76.7% |
| Participant deferral / active EE | $1,589 | $7,751-79.5% | $7,353-78.4% | $6,342-75.0% |
| Admin fee / account holder | $1,843 | $12,556-85.3% | $10,800-82.9% | $12,312-85.0% |