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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 | $16,796 | $176,105-90.5% | $159,474-89.5% | $167,536-90.0% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 20.54% | 331.91%-311.4pp | 263.68%-243.1pp | 478.82%-458.3pp |
| Employer contribution / active EE | $1,596 | $5,299-69.9% | $4,831-67.0% | $4,839-67.0% |
| Participant deferral / active EE | $1,996 | $7,751-74.3% | $7,353-72.9% | $6,342-68.5% |
| Admin fee / account holder | $6,373 | $12,559-49.3% | $10,802-41.0% | $12,315-48.2% |