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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 | $13,979 | $178,174-92.2% | $156,181-91.0% | $137,256-89.8% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.8%-24.3pp | 80.0%-25.4pp |
| Annual return | 160.65% | 84.19%+76.5pp | 64.87%+95.8pp | 220.34%-59.7pp |
| Employer contribution / active EE | $1,259 | $4,972-74.7% | $4,294-70.7% | $4,156-69.7% |
| Participant deferral / active EE | $1,690 | $6,888-75.5% | $6,132-72.4% | $6,407-73.6% |
| Admin fee / account holder | $406 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |