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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 | $17,398 | $209,422-91.7% | $178,503-90.3% | $158,982-89.1% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 30.76% | 188.81%-158.0pp | 151.12%-120.4pp | 302.99%-272.2pp |
| Employer contribution / active EE | $1,295 | $5,707-77.3% | $5,011-74.1% | $4,763-72.8% |
| Participant deferral / active EE | $1,573 | $5,955-73.6% | $5,202-69.8% | $5,983-73.7% |
| Admin fee / account holder | $794 | $17,079-95.4% | $13,987-94.3% | $11,252-92.9% |