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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 | $22,705 | $144,130-84.2% | $117,861-80.7% | $147,586-84.6% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 19.35% | 531.20%-511.8pp | 335.11%-315.8pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,306 | $4,897-73.3% | $3,786-65.5% | $4,876-73.2% |
| Participant deferral / active EE | $1,362 | $5,316-74.4% | $4,482-69.6% | $5,439-75.0% |
| Admin fee / account holder | $3,306 | $10,887-69.6% | $8,021-58.8% | $10,886-69.6% |