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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 | $15,019 | $209,336-92.8% | $197,124-92.4% | $137,256-89.1% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 89.98% | 48.09%+41.9pp | 44.34%+45.6pp | 220.34%-130.4pp |
| Employer contribution / active EE | $2,777 | $6,591-57.9% | $6,227-55.4% | $4,156-33.2% |
| Participant deferral / active EE | $1,796 | $9,614-81.3% | $9,135-80.3% | $6,407-72.0% |
| Admin fee / account holder | $4,538 | $17,308-73.8% | $16,298-72.2% | $12,270-63.0% |