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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 | $32,907 | $183,968-82.1% | $162,166-79.7% | $152,870-78.5% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.4%-24.1pp |
| Annual return | 23.73% | 150.77%-127.0pp | 115.59%-91.9pp | 345.34%-321.6pp |
| Employer contribution / active EE | $1,510 | $6,371-76.3% | $5,614-73.1% | $4,763-68.3% |
| Participant deferral / active EE | $1,778 | $8,034-77.9% | $7,298-75.6% | $5,850-69.6% |
| Admin fee / account holder | $882 | $13,121-93.3% | $10,842-91.9% | $11,597-92.4% |