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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 | $17,622 | $165,381-89.3% | $149,730-88.2% | $158,966-88.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 20.51% | 348.29%-327.8pp | 276.70%-256.2pp | 302.95%-282.4pp |
| Employer contribution / active EE | $3,040 | $5,104-40.4% | $4,645-34.6% | $4,762-36.2% |
| Participant deferral / active EE | $1,912 | $7,182-73.4% | $6,843-72.1% | $5,983-68.0% |
| Admin fee / account holder | $5,898 | $10,809-45.4% | $9,310-36.7% | $11,250-47.6% |