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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 | $15,292 | $202,342-92.4% | $172,752-91.1% | $152,897-90.0% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.5%-28.6pp |
| Annual return | 20.56% | 1029.83%-1009.3pp | 802.97%-782.4pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,261 | $5,858-78.5% | $5,144-75.5% | $4,764-73.5% |
| Participant deferral / active EE | $1,618 | $5,948-72.8% | $5,198-68.9% | $5,851-72.3% |
| Admin fee / account holder | $3,142 | $17,111-81.6% | $13,955-77.5% | $11,599-72.9% |