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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 | $29,088 | $197,625-85.3% | $177,840-83.6% | $158,966-81.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 9.12% | 58.76%-49.6pp | 48.32%-39.2pp | 302.95%-293.8pp |
| Employer contribution / active EE | $7,028 | $6,698+4.9% | $5,919+18.7% | $4,762+47.6% |
| Participant deferral / active EE | $1,777 | $8,405-78.9% | $7,714-77.0% | $5,983-70.3% |
| Admin fee / account holder | $880 | $15,405-94.3% | $12,431-92.9% | $11,250-92.2% |