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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 | $19,250 | $202,342-90.5% | $172,753-88.9% | $152,909-87.4% |
| Participation rate | 56.5% | 87.1%-30.5pp | 82.6%-26.1pp | 82.5%-25.9pp |
| Annual return | 17.03% | 1029.88%-1012.8pp | 803.00%-786.0pp | 345.46%-328.4pp |
| Employer contribution / active EE | $1,754 | $5,857-70.1% | $5,144-65.9% | $4,764-63.2% |
| Participant deferral / active EE | $855 | $5,948-85.6% | $5,198-83.6% | $5,851-85.4% |
| Admin fee / account holder | $15,638 | $17,112-8.6% | $13,956+12.1% | $11,601+34.8% |