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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 | $20,015 | $157,304-87.3% | $141,197-85.8% | $152,909-86.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 19.76% | 64.34%-44.6pp | 71.41%-51.6pp | 345.46%-325.7pp |
| Employer contribution / active EE | $1,301 | $5,263-75.3% | $4,736-72.5% | $4,764-72.7% |
| Participant deferral / active EE | $1,525 | $7,111-78.6% | $6,710-77.3% | $5,851-73.9% |
| Admin fee / account holder | $8,027 | $12,126-33.8% | $10,265-21.8% | $11,601-30.8% |