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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 | $31,496 | $198,457-84.1% | $170,435-81.5% | $147,586-78.7% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 11.14% | 257.30%-246.2pp | 205.94%-194.8pp | 578.59%-567.5pp |
| Employer contribution / active EE | $1,414 | $6,183-77.1% | $5,432-74.0% | $4,876-71.0% |
| Participant deferral / active EE | $1,333 | $5,629-76.3% | $4,939-73.0% | $5,439-75.5% |
| Admin fee / account holder | $12,728 | $16,852-24.5% | $13,881-8.3% | $10,886+16.9% |