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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 | $19,070 | $176,120-89.2% | $159,487-88.0% | $167,553-88.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 15.30% | 331.95%-316.6pp | 263.71%-248.4pp | 478.89%-463.6pp |
| Employer contribution / active EE | $3,709 | $5,299-30.0% | $4,831-23.2% | $4,840-23.4% |
| Participant deferral / active EE | $633 | $7,752-91.8% | $7,354-91.4% | $6,343-90.0% |
| Admin fee / account holder | $1,606 | $12,561-87.2% | $10,804-85.1% | $12,316-87.0% |