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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 | $20,129 | $209,428-90.4% | $178,498-88.7% | $158,950-87.3% |
| Participation rate | 59.1% | 86.4%-27.3pp | 81.9%-22.8pp | 82.0%-22.9pp |
| Annual return | 20.25% | 188.78%-168.5pp | 151.09%-130.8pp | 302.91%-282.7pp |
| Employer contribution / active EE | $1,737 | $5,707-69.6% | $5,011-65.3% | $4,762-63.5% |
| Participant deferral / active EE | $1,504 | $5,955-74.7% | $5,202-71.1% | $5,983-74.9% |
| Admin fee / account holder | $924 | $17,077-94.6% | $13,985-93.4% | $11,248-91.8% |