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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 | $16,784 | $155,833-89.2% | $124,693-86.5% | $167,536-90.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 20.12% | 17.98%+2.1pp | 5144.19%-5124.1pp | 478.82%-458.7pp |
| Employer contribution / active EE | $939 | $4,164-77.5% | $3,324-71.8% | $4,839-80.6% |
| Participant deferral / active EE | $1,131 | $5,675-80.1% | $4,615-75.5% | $6,342-82.2% |
| Admin fee / account holder | $3,774 | $9,534-60.4% | $7,494-49.6% | $12,315-69.4% |