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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 | $20,776 | $165,361-87.4% | $149,715-86.1% | $158,950-86.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 28.26% | 348.24%-320.0pp | 276.66%-248.4pp | 302.91%-274.7pp |
| Employer contribution / active EE | $2,444 | $5,103-52.1% | $4,645-47.4% | $4,762-48.7% |
| Participant deferral / active EE | $1,549 | $7,182-78.4% | $6,842-77.4% | $5,983-74.1% |
| Admin fee / account holder | $693 | $10,808-93.6% | $9,310-92.6% | $11,248-93.8% |