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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 | $22,145 | $165,361-86.6% | $149,715-85.2% | $158,950-86.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 20.13% | 348.24%-328.1pp | 276.66%-256.5pp | 302.91%-282.8pp |
| Employer contribution / active EE | $1,472 | $5,103-71.2% | $4,645-68.3% | $4,762-69.1% |
| Participant deferral / active EE | $2,029 | $7,182-71.7% | $6,842-70.3% | $5,983-66.1% |
| Admin fee / account holder | $14,512 | $10,808+34.3% | $9,310+55.9% | $11,248+29.0% |