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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 | $21,928 | $196,972-88.9% | $182,262-88.0% | $198,609-89.0% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 8.79% | 158.27%-149.5pp | 140.60%-131.8pp | 202.70%-193.9pp |
| Employer contribution / active EE | $1,575 | $5,364-70.6% | $5,046-68.8% | $5,055-68.8% |
| Participant deferral / active EE | $1,015 | $8,643-88.3% | $8,276-87.7% | $6,977-85.5% |
| Admin fee / account holder | $15,570 | $18,429-15.5% | $16,712-6.8% | $19,030-18.2% |