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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 | $14,078 | $202,342-93.0% | $172,752-91.9% | $152,897-90.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 13.21% | 1029.83%-1016.6pp | 802.97%-789.8pp | 345.43%-332.2pp |
| Employer contribution / active EE | $1,256 | $5,858-78.6% | $5,144-75.6% | $4,764-73.6% |
| Participant deferral / active EE | $1,803 | $5,948-69.7% | $5,198-65.3% | $5,851-69.2% |
| Admin fee / account holder | $5,353 | $17,111-68.7% | $13,955-61.6% | $11,599-53.9% |