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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 | $20,418 | $209,422-90.3% | $178,503-88.6% | $158,982-87.2% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 18.75% | 188.81%-170.1pp | 151.12%-132.4pp | 302.99%-284.2pp |
| Employer contribution / active EE | $1,255 | $5,707-78.0% | $5,011-75.0% | $4,763-73.6% |
| Participant deferral / active EE | $1,513 | $5,955-74.6% | $5,202-70.9% | $5,983-74.7% |
| Admin fee / account holder | $9,960 | $17,079-41.7% | $13,987-28.8% | $11,252-11.5% |