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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 | $17,520 | $176,105-90.1% | $159,474-89.0% | $167,536-89.5% |
| Participation rate | 41.2% | 85.0%-43.8pp | 82.8%-41.7pp | 82.1%-40.9pp |
| Annual return | 66.14% | 331.91%-265.8pp | 263.68%-197.5pp | 478.82%-412.7pp |
| Employer contribution / active EE | $968 | $5,299-81.7% | $4,831-80.0% | $4,839-80.0% |
| Participant deferral / active EE | $2,262 | $7,751-70.8% | $7,353-69.2% | $6,342-64.3% |
| Admin fee / account holder | $361 | $12,559-97.1% | $10,802-96.7% | $12,315-97.1% |