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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 | $8,589 | $150,447-94.3% | $136,298-93.7% | $147,586-94.2% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 22.99% | 1049.15%-1026.2pp | 5156.27%-5133.3pp | 578.59%-555.6pp |
| Employer contribution / active EE | $1,216 | $5,256-76.9% | $4,696-74.1% | $4,876-75.1% |
| Participant deferral / active EE | $1,991 | $6,631-70.0% | $6,247-68.1% | $5,439-63.4% |
| Admin fee / account holder | $737 | $10,906-93.2% | $9,244-92.0% | $10,886-93.2% |