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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 | $10,716 | $202,342-94.7% | $172,752-93.8% | $152,897-93.0% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.5%-26.2pp |
| Annual return | 43.71% | 1029.83%-986.1pp | 802.97%-759.3pp | 345.43%-301.7pp |
| Employer contribution / active EE | $1,833 | $5,858-68.7% | $5,144-64.4% | $4,764-61.5% |
| Participant deferral / active EE | $1,167 | $5,948-80.4% | $5,198-77.6% | $5,851-80.1% |
| Admin fee / account holder | $722 | $17,111-95.8% | $13,955-94.8% | $11,599-93.8% |