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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 | $26,019 | $196,972-86.8% | $182,262-85.7% | $198,609-86.9% |
| Participation rate | 37.5% | 85.7%-48.2pp | 84.2%-46.7pp | 82.4%-44.9pp |
| Annual return | 199.49% | 158.27%+41.2pp | 140.60%+58.9pp | 202.70%-3.2pp |
| Employer contribution / active EE | $1,411 | $5,364-73.7% | $5,046-72.0% | $5,055-72.1% |
| Participant deferral / active EE | $2,184 | $8,643-74.7% | $8,276-73.6% | $6,977-68.7% |
| Admin fee / account holder | $2,277 | $18,429-87.6% | $16,712-86.4% | $19,030-88.0% |