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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 | $30,416 | $202,342-85.0% | $172,753-82.4% | $152,909-80.1% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 62.74% | 1029.88%-967.1pp | 803.00%-740.3pp | 345.46%-282.7pp |
| Employer contribution / active EE | $1,343 | $5,857-77.1% | $5,144-73.9% | $4,764-71.8% |
| Participant deferral / active EE | $737 | $5,948-87.6% | $5,198-85.8% | $5,851-87.4% |
| Admin fee / account holder | $1,785 | $17,112-89.6% | $13,956-87.2% | $11,601-84.6% |