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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 | $22,489 | $171,492-86.9% | $150,734-85.1% | $198,609-88.7% |
| Participation rate | 46.2% | 81.4%-35.3pp | 78.4%-32.3pp | 82.4%-36.2pp |
| Annual return | 16.53% | 804.70%-788.2pp | 600.81%-584.3pp | 202.70%-186.2pp |
| Employer contribution / active EE | $1,425 | $5,470-73.9% | $4,918-71.0% | $5,055-71.8% |
| Participant deferral / active EE | $2,031 | $6,259-67.5% | $5,610-63.8% | $6,977-70.9% |
| Admin fee / account holder | $1,071 | $17,628-93.9% | $14,905-92.8% | $19,030-94.4% |