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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 | $19,078 | $209,422-90.9% | $178,503-89.3% | $158,982-88.0% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 26.96% | 188.81%-161.8pp | 151.12%-124.2pp | 302.99%-276.0pp |
| Employer contribution / active EE | $3,565 | $5,707-37.5% | $5,011-28.9% | $4,763-25.1% |
| Participant deferral / active EE | $933 | $5,955-84.3% | $5,202-82.1% | $5,983-84.4% |
| Admin fee / account holder | $1,535 | $17,079-91.0% | $13,987-89.0% | $11,252-86.4% |