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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 | $13,247 | $234,190-94.3% | $180,320-92.7% | $198,609-93.3% |
| Participation rate | 36.4% | 77.1%-40.7pp | 71.5%-35.2pp | 82.4%-46.0pp |
| Annual return | 46.97% | 1057.44%-1010.5pp | 778.54%-731.6pp | 202.70%-155.7pp |
| Employer contribution / active EE | $344 | $5,258-93.5% | $4,108-91.6% | $5,055-93.2% |
| Participant deferral / active EE | $591 | $4,988-88.2% | $4,304-86.3% | $6,977-91.5% |
| Admin fee / account holder | $452 | $12,558-96.4% | $10,000-95.5% | $19,030-97.6% |