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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 | $23,395 | $202,342-88.4% | $172,752-86.5% | $152,897-84.7% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 19.02% | 1029.83%-1010.8pp | 802.97%-784.0pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,576 | $5,858-73.1% | $5,144-69.4% | $4,764-66.9% |
| Participant deferral / active EE | $1,911 | $5,948-67.9% | $5,198-63.2% | $5,851-67.3% |
| Admin fee / account holder | $420 | $17,111-97.5% | $13,955-97.0% | $11,599-96.4% |