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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 | $14,030 | $150,447-90.7% | $136,298-89.7% | $147,586-90.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.41% | 1049.15%-1032.7pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $3,520 | $5,256-33.0% | $4,696-25.0% | $4,876-27.8% |
| Participant deferral / active EE | $400 | $6,631-94.0% | $6,247-93.6% | $5,439-92.6% |
| Admin fee / account holder | $451 | $10,906-95.9% | $9,244-95.1% | $10,886-95.9% |