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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 | $21,069 | $166,131-87.3% | $164,975-87.2% | $145,877-85.6% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.6%-37.7pp | 80.3%-39.4pp |
| Annual return | 14.58% | 100.37%-85.8pp | 70.12%-55.5pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,284 | $5,276-75.7% | $4,343-70.4% | $4,663-72.5% |
| Participant deferral / active EE | $1,625 | $6,962-76.7% | $6,033-73.1% | $6,691-75.7% |
| Admin fee / account holder | $15,463 | $16,648-7.1% | $12,688+21.9% | $13,402+15.4% |