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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 | $28,854 | $162,812-82.3% | $133,971-78.5% | $158,966-81.8% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 20.48% | 41.94%-21.5pp | 45.09%-24.6pp | 302.95%-282.5pp |
| Employer contribution / active EE | $1,700 | $4,976-65.8% | $3,919-56.6% | $4,762-64.3% |
| Participant deferral / active EE | $1,700 | $5,910-71.2% | $5,047-66.3% | $5,983-71.6% |
| Admin fee / account holder | $9,635 | $11,741-17.9% | $8,929+7.9% | $11,250-14.4% |