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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 | $13,134 | $226,135-94.2% | $182,558-92.8% | $152,909-91.4% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.5%-57.5pp |
| Annual return | 25.15% | 192.60%-167.5pp | 148.59%-123.4pp | 345.46%-320.3pp |
| Employer contribution / active EE | $824 | $4,979-83.5% | $4,076-79.8% | $4,764-82.7% |
| Participant deferral / active EE | $1,032 | $6,371-83.8% | $5,526-81.3% | $5,851-82.4% |
| Admin fee / account holder | $929 | $10,707-91.3% | $8,594-89.2% | $11,601-92.0% |