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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 | $3,900 | $96,361-96.0% | $80,607-95.2% | $139,456-97.2% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 37.04% | 1350.95%-1313.9pp | 936.11%-899.1pp | 373.45%-336.4pp |
| Employer contribution / active EE | $576 | $3,262-82.3% | $2,724-78.8% | $4,753-87.9% |
| Participant deferral / active EE | $667 | $5,232-87.2% | $4,448-85.0% | $6,711-90.1% |
| Admin fee / account holder | $846 | $6,601-87.2% | $5,379-84.3% | $11,407-92.6% |