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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 | $20,981 | $202,342-89.6% | $172,753-87.9% | $152,909-86.3% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.5%-40.8pp |
| Annual return | 12.98% | 1029.88%-1016.9pp | 803.00%-790.0pp | 345.46%-332.5pp |
| Employer contribution / active EE | $1,359 | $5,857-76.8% | $5,144-73.6% | $4,764-71.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $78,818 | $17,112+360.6% | $13,956+464.8% | $11,601+579.4% |