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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 | $5,055 | $70,587-92.8% | $124,693-95.9% | $85,856-94.1% |
| Participation rate | 51.5% | 64.4%-12.9pp | 74.6%-23.1pp | 69.3%-17.8pp |
| Annual return | 22.31% | 20688.83%-20666.5pp | 5144.19%-5121.9pp | 318.58%-296.3pp |
| Employer contribution / active EE | $1,031 | $1,913-46.1% | $3,324-69.0% | $2,565-59.8% |
| Participant deferral / active EE | $958 | $2,969-67.7% | $4,615-79.2% | $3,952-75.8% |
| Admin fee / account holder | $351 | $5,282-93.4% | $7,494-95.3% | $6,261-94.4% |