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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 | $16,864 | $63,342-73.4% | $92,236-81.7% | $70,131-76.0% |
| Participation rate | 35.0% | 68.7%-33.7pp | 76.5%-41.5pp | 69.5%-34.5pp |
| Annual return | 19.96% | 530.15%-510.2pp | 176.29%-156.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $836 | $2,471-66.2% | $3,679-77.3% | $2,342-64.3% |
| Participant deferral / active EE | $1,068 | $2,854-62.6% | $3,897-72.6% | $3,332-67.9% |
| Admin fee / account holder | $888 | $3,840-76.9% | $5,194-82.9% | $4,645-80.9% |