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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 | $23,082 | $202,342-88.6% | $172,752-86.6% | $152,897-84.9% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 19.74% | 1029.83%-1010.1pp | 802.97%-783.2pp | 345.43%-325.7pp |
| Employer contribution / active EE | $1,356 | $5,858-76.9% | $5,144-73.6% | $4,764-71.5% |
| Participant deferral / active EE | $2,035 | $5,948-65.8% | $5,198-60.8% | $5,851-65.2% |
| Admin fee / account holder | $429 | $17,111-97.5% | $13,955-96.9% | $11,599-96.3% |