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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 | $22,129 | $144,124-84.6% | $117,857-81.2% | $147,585-85.0% |
| Participation rate | 43.8% | 83.4%-39.7pp | 79.7%-35.9pp | 82.8%-39.1pp |
| Annual return | 21.83% | 531.17%-509.3pp | 335.09%-313.3pp | 578.57%-556.7pp |
| Employer contribution / active EE | $1,131 | $4,897-76.9% | $3,786-70.1% | $4,876-76.8% |
| Participant deferral / active EE | $1,456 | $5,316-72.6% | $4,482-67.5% | $5,439-73.2% |
| Admin fee / account holder | $849 | $10,886-92.2% | $8,020-89.4% | $10,885-92.2% |