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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 | $19,092 | $165,399-88.5% | $149,745-87.3% | $158,982-88.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 14.52% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,142 | $5,105-77.6% | $4,646-75.4% | $4,763-76.0% |
| Participant deferral / active EE | $1,820 | $7,183-74.7% | $6,843-73.4% | $5,983-69.6% |
| Admin fee / account holder | $412 | $10,811-96.2% | $9,312-95.6% | $11,252-96.3% |