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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 | $26,620 | $198,462-86.6% | $170,439-84.4% | $147,585-82.0% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 37.99% | 257.30%-219.3pp | 205.94%-167.9pp | 578.58%-540.6pp |
| Employer contribution / active EE | $10,756 | $6,184+73.9% | $5,433+98.0% | $4,876+120.6% |
| Participant deferral / active EE | $1,823 | $5,629-67.6% | $4,939-63.1% | $5,439-66.5% |
| Admin fee / account holder | $635 | $16,852-96.2% | $13,881-95.4% | $10,886-94.2% |