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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 | $17,355 | $202,342-91.4% | $172,752-90.0% | $152,897-88.6% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 24.80% | 1029.83%-1005.0pp | 802.97%-778.2pp | 345.43%-320.6pp |
| Employer contribution / active EE | $1,366 | $5,858-76.7% | $5,144-73.5% | $4,764-71.3% |
| Participant deferral / active EE | $1,782 | $5,948-70.0% | $5,198-65.7% | $5,851-69.5% |
| Admin fee / account holder | $1,387 | $17,111-91.9% | $13,955-90.1% | $11,599-88.0% |