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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 | $16,589 | $175,231-90.5% | $149,696-88.9% | $139,466-88.1% |
| Participation rate | 52.6% | 83.4%-30.8pp | 78.8%-26.1pp | 80.3%-27.7pp |
| Annual return | 12.37% | 166.77%-154.4pp | 134.46%-122.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,191 | $5,478-78.3% | $4,821-75.3% | $4,754-74.9% |
| Participant deferral / active EE | $1,333 | $6,521-79.6% | $5,682-76.5% | $6,712-80.1% |
| Admin fee / account holder | $738 | $16,155-95.4% | $13,212-94.4% | $11,409-93.5% |