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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 | $3,542 | $99,009-96.4% | $86,581-95.9% | $147,585-97.6% |
| Participation rate | 38.5% | 76.3%-37.9pp | 73.5%-35.1pp | 82.8%-44.4pp |
| Annual return | 14.48% | 1312.70%-1298.2pp | 965.06%-950.6pp | 578.58%-564.1pp |
| Employer contribution / active EE | $61 | $3,132-98.1% | $2,840-97.9% | $4,876-98.8% |
| Participant deferral / active EE | $244 | $3,972-93.9% | $3,609-93.2% | $5,439-95.5% |
| Admin fee / account holder | $1,506 | $5,709-73.6% | $4,904-69.3% | $10,886-86.2% |