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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 | $24,530 | $185,856-86.8% | $170,028-85.6% | $139,456-82.4% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 13.23% | 60.52%-47.3pp | 53.39%-40.2pp | 373.45%-360.2pp |
| Employer contribution / active EE | $1,599 | $7,593-78.9% | $6,788-76.4% | $4,753-66.4% |
| Participant deferral / active EE | $2,691 | $11,623-76.9% | $10,409-74.1% | $6,711-59.9% |
| Admin fee / account holder | $10,669 | $15,387-30.7% | $12,820-16.8% | $11,407-6.5% |