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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 | $14,148 | $165,399-91.4% | $149,745-90.6% | $158,982-91.1% |
| Participation rate | 61.9% | 84.6%-22.7pp | 82.5%-20.6pp | 82.0%-20.1pp |
| Annual return | 25.56% | 348.34%-322.8pp | 276.72%-251.2pp | 302.99%-277.4pp |
| Employer contribution / active EE | $1,482 | $5,105-71.0% | $4,646-68.1% | $4,763-68.9% |
| Participant deferral / active EE | $2,168 | $7,183-69.8% | $6,843-68.3% | $5,983-63.8% |
| Admin fee / account holder | $1,099 | $10,811-89.8% | $9,312-88.2% | $11,252-90.2% |