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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 | $12,215 | $150,447-91.9% | $136,298-91.0% | $147,586-91.7% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 27.68% | 1049.15%-1021.5pp | 5156.27%-5128.6pp | 578.59%-550.9pp |
| Employer contribution / active EE | $1,219 | $5,256-76.8% | $4,696-74.0% | $4,876-75.0% |
| Participant deferral / active EE | $1,332 | $6,631-79.9% | $6,247-78.7% | $5,439-75.5% |
| Admin fee / account holder | $3,018 | $10,906-72.3% | $9,244-67.4% | $10,886-72.3% |