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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 | $21,286 | $165,399-87.1% | $149,745-85.8% | $158,982-86.6% |
| Participation rate | 29.4% | 84.6%-55.2pp | 82.5%-53.1pp | 82.0%-52.6pp |
| Annual return | 10.77% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.2pp |
| Employer contribution / active EE | $1,068 | $5,105-79.1% | $4,646-77.0% | $4,763-77.6% |
| Participant deferral / active EE | $1,359 | $7,183-81.1% | $6,843-80.1% | $5,983-77.3% |
| Admin fee / account holder | $10,365 | $10,811-4.1% | $9,312+11.3% | $11,252-7.9% |