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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 | $15,980 | $150,447-89.4% | $136,298-88.3% | $147,586-89.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 16.08% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,142 | $5,256-78.3% | $4,696-75.7% | $4,876-76.6% |
| Participant deferral / active EE | $1,702 | $6,631-74.3% | $6,247-72.8% | $5,439-68.7% |
| Admin fee / account holder | $1,615 | $10,906-85.2% | $9,244-82.5% | $10,886-85.2% |