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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 | $1,279 | $180,749-99.3% | $160,784-99.2% | $137,256-99.1% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 25.45% | 2234.46%-2209.0pp | 1803.92%-1778.5pp | 220.34%-194.9pp |
| Employer contribution / active EE | $723 | $4,155-82.6% | $3,733-80.6% | $4,156-82.6% |
| Participant deferral / active EE | $521 | $6,844-92.4% | $6,293-91.7% | $6,407-91.9% |
| Admin fee / account holder | $620 | $10,397-94.0% | $9,717-93.6% | $12,270-94.9% |