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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 | $19,379 | $165,399-88.3% | $149,745-87.1% | $158,982-87.8% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 18.87% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.1pp |
| Employer contribution / active EE | $1,668 | $5,105-67.3% | $4,646-64.1% | $4,763-65.0% |
| Participant deferral / active EE | $2,203 | $7,183-69.3% | $6,843-67.8% | $5,983-63.2% |
| Admin fee / account holder | $4,758 | $10,811-56.0% | $9,312-48.9% | $11,252-57.7% |