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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 | $16,806 | $196,972-91.5% | $182,262-90.8% | $198,609-91.5% |
| Participation rate | 68.2% | 85.7%-17.5pp | 84.2%-16.0pp | 82.4%-14.2pp |
| Annual return | 139.79% | 158.27%-18.5pp | 140.60%-0.8pp | 202.70%-62.9pp |
| Employer contribution / active EE | $1,893 | $5,364-64.7% | $5,046-62.5% | $5,055-62.6% |
| Participant deferral / active EE | $3,170 | $8,643-63.3% | $8,276-61.7% | $6,977-54.6% |
| Admin fee / account holder | $5,094 | $18,429-72.4% | $16,712-69.5% | $19,030-73.2% |