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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 | $9,904 | $150,447-93.4% | $136,298-92.7% | $147,586-93.3% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 57.89% | 1049.15%-991.3pp | 5156.27%-5098.4pp | 578.59%-520.7pp |
| Employer contribution / active EE | $1,056 | $5,256-79.9% | $4,696-77.5% | $4,876-78.4% |
| Participant deferral / active EE | $2,027 | $6,631-69.4% | $6,247-67.6% | $5,439-62.7% |
| Admin fee / account holder | $1,397 | $10,906-87.2% | $9,244-84.9% | $10,886-87.2% |