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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 | $15,742 | $150,447-89.5% | $136,298-88.5% | $147,586-89.3% |
| Participation rate | 61.1% | 84.4%-23.3pp | 81.9%-20.8pp | 82.8%-21.7pp |
| Annual return | 26.16% | 1049.15%-1023.0pp | 5156.27%-5130.1pp | 578.59%-552.4pp |
| Employer contribution / active EE | $2,003 | $5,256-61.9% | $4,696-57.3% | $4,876-58.9% |
| Participant deferral / active EE | $1,585 | $6,631-76.1% | $6,247-74.6% | $5,439-70.9% |
| Admin fee / account holder | $323 | $10,906-97.0% | $9,244-96.5% | $10,886-97.0% |