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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 | $21,258 | $150,446-85.9% | $136,297-84.4% | $147,585-85.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 19.21% | 1049.14%-1029.9pp | 5156.19%-5137.0pp | 578.58%-559.4pp |
| Employer contribution / active EE | $1,525 | $5,256-71.0% | $4,696-67.5% | $4,876-68.7% |
| Participant deferral / active EE | $2,007 | $6,631-69.7% | $6,247-67.9% | $5,439-63.1% |
| Admin fee / account holder | $1,338 | $10,906-87.7% | $9,244-85.5% | $10,886-87.7% |