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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 | $13,985 | $209,428-93.3% | $178,498-92.2% | $158,950-91.2% |
| Participation rate | 41.7% | 86.4%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 8.58% | 188.78%-180.2pp | 151.09%-142.5pp | 302.91%-294.3pp |
| Employer contribution / active EE | $1,259 | $5,707-77.9% | $5,011-74.9% | $4,762-73.6% |
| Participant deferral / active EE | $1,259 | $5,955-78.9% | $5,202-75.8% | $5,983-79.0% |
| Admin fee / account holder | $420 | $17,077-97.5% | $13,985-97.0% | $11,248-96.3% |