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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 | $6,762 | $202,342-96.7% | $172,752-96.1% | $152,897-95.6% |
| Participation rate | 55.0% | 87.1%-32.1pp | 82.6%-27.6pp | 82.5%-27.5pp |
| Annual return | 18.28% | 1029.83%-1011.5pp | 802.97%-784.7pp | 345.43%-327.1pp |
| Employer contribution / active EE | $1,433 | $5,858-75.5% | $5,144-72.1% | $4,764-69.9% |
| Participant deferral / active EE | $1,724 | $5,948-71.0% | $5,198-66.8% | $5,851-70.5% |
| Admin fee / account holder | $1,103 | $17,111-93.6% | $13,955-92.1% | $11,599-90.5% |