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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 | $17,167 | $159,934-89.3% | $147,005-88.3% | $145,959-88.2% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.2%-50.9pp | 80.3%-49.0pp |
| Annual return | 13.55% | 98.24%-84.7pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,476 | $5,287-72.1% | $4,934-70.1% | $4,661-68.3% |
| Participant deferral / active EE | $1,910 | $8,427-77.3% | $8,070-76.3% | $6,689-71.4% |
| Admin fee / account holder | $1,952 | $15,053-87.0% | $13,006-85.0% | $13,398-85.4% |