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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 | $18,471 | $202,342-90.9% | $172,752-89.3% | $152,897-87.9% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | 39.16% | 1029.83%-990.7pp | 802.97%-763.8pp | 345.43%-306.3pp |
| Employer contribution / active EE | $1,558 | $5,858-73.4% | $5,144-69.7% | $4,764-67.3% |
| Participant deferral / active EE | $1,912 | $5,948-67.9% | $5,198-63.2% | $5,851-67.3% |
| Admin fee / account holder | $3,237 | $17,111-81.1% | $13,955-76.8% | $11,599-72.1% |