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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 | $18,370 | $202,345-90.9% | $172,755-89.4% | $152,885-88.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 18.72% | 1029.77%-1011.1pp | 802.94%-784.2pp | 345.39%-326.7pp |
| Employer contribution / active EE | $2,157 | $5,858-63.2% | $5,144-58.1% | $4,763-54.7% |
| Participant deferral / active EE | $250 | $5,948-95.8% | $5,198-95.2% | $5,851-95.7% |
| Admin fee / account holder | $1,762 | $17,111-89.7% | $13,955-87.4% | $11,598-84.8% |