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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 | $21,084 | $150,445-86.0% | $136,297-84.5% | $147,585-85.7% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 18.18% | 1049.14%-1031.0pp | 5156.16%-5138.0pp | 578.57%-560.4pp |
| Employer contribution / active EE | $1,110 | $5,256-78.9% | $4,696-76.4% | $4,876-77.2% |
| Participant deferral / active EE | $1,501 | $6,631-77.4% | $6,247-76.0% | $5,439-72.4% |
| Admin fee / account holder | $699 | $10,906-93.6% | $9,244-92.4% | $10,885-93.6% |