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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 | $5,550 | $73,518-92.5% | $63,003-91.2% | $147,585-96.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 11.43% | 175.46%-164.0pp | 87.59%-76.2pp | 578.57%-567.1pp |
| Employer contribution / active EE | $333 | $3,322-90.0% | $2,760-88.0% | $4,876-93.2% |
| Participant deferral / active EE | $333 | $4,183-92.1% | $3,329-90.0% | $5,439-93.9% |
| Admin fee / account holder | $780 | $5,952-86.9% | $3,600-78.3% | $10,885-92.8% |