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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 | $5,863 | $202,342-97.1% | $172,752-96.6% | $152,897-96.2% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 14.77% | 1029.83%-1015.1pp | 802.97%-788.2pp | 345.43%-330.7pp |
| Employer contribution / active EE | $1,667 | $5,858-71.5% | $5,144-67.6% | $4,764-65.0% |
| Participant deferral / active EE | $379 | $5,948-93.6% | $5,198-92.7% | $5,851-93.5% |
| Admin fee / account holder | $1,946 | $17,111-88.6% | $13,955-86.1% | $11,599-83.2% |