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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 | $14,865 | $202,342-92.7% | $172,753-91.4% | $152,909-90.3% |
| Participation rate | 52.4% | 87.1%-34.7pp | 82.6%-30.3pp | 82.5%-30.1pp |
| Annual return | 21.35% | 1029.88%-1008.5pp | 803.00%-781.6pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,570 | $5,857-73.2% | $5,144-69.5% | $4,764-67.0% |
| Participant deferral / active EE | $1,891 | $5,948-68.2% | $5,198-63.6% | $5,851-67.7% |
| Admin fee / account holder | $433 | $17,112-97.5% | $13,956-96.9% | $11,601-96.3% |