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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 | $1,024 | $96,691-98.9% | $86,656-98.8% | $139,487-99.3% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 19.65% | 106.87%-87.2pp | 593.09%-573.4pp | 373.84%-354.2pp |
| Employer contribution / active EE | $390 | $3,267-88.1% | $3,025-87.1% | $4,755-91.8% |
| Participant deferral / active EE | $485 | $4,838-90.0% | $4,439-89.1% | $6,713-92.8% |
| Admin fee / account holder | $5,255 | $6,414-18.1% | $5,619-6.5% | $11,407-53.9% |