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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 | $26,246 | $202,342-87.0% | $172,753-84.8% | $152,909-82.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 30.41% | 1029.88%-999.5pp | 803.00%-772.6pp | 345.46%-315.1pp |
| Employer contribution / active EE | $1,834 | $5,857-68.7% | $5,144-64.4% | $4,764-61.5% |
| Participant deferral / active EE | $1,152 | $5,948-80.6% | $5,198-77.8% | $5,851-80.3% |
| Admin fee / account holder | $1,879 | $17,112-89.0% | $13,956-86.5% | $11,601-83.8% |