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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 | $21,610 | $202,342-89.3% | $172,753-87.5% | $152,909-85.9% |
| Participation rate | 58.8% | 87.1%-28.2pp | 82.6%-23.8pp | 82.5%-23.6pp |
| Annual return | 20.43% | 1029.88%-1009.4pp | 803.00%-782.6pp | 345.46%-325.0pp |
| Employer contribution / active EE | $1,579 | $5,857-73.0% | $5,144-69.3% | $4,764-66.9% |
| Participant deferral / active EE | $675 | $5,948-88.6% | $5,198-87.0% | $5,851-88.5% |
| Admin fee / account holder | $2,406 | $17,112-85.9% | $13,956-82.8% | $11,601-79.3% |