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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 | $30,428 | $202,342-85.0% | $172,752-82.4% | $152,897-80.1% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 16.73% | 1029.83%-1013.1pp | 802.97%-786.2pp | 345.43%-328.7pp |
| Employer contribution / active EE | $1,253 | $5,858-78.6% | $5,144-75.7% | $4,764-73.7% |
| Participant deferral / active EE | $1,703 | $5,948-71.4% | $5,198-67.2% | $5,851-70.9% |
| Admin fee / account holder | $14,788 | $17,111-13.6% | $13,955+6.0% | $11,599+27.5% |