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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 | $1,173 | $114,073-99.0% | $96,161-98.8% | $167,518-99.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 15.84% | 189.95%-174.1pp | 192.01%-176.2pp | 478.71%-462.9pp |
| Employer contribution / active EE | $344 | $3,428-90.0% | $2,798-87.7% | $4,838-92.9% |
| Participant deferral / active EE | $727 | $5,195-86.0% | $4,349-83.3% | $6,342-88.5% |
| Admin fee / account holder | $370 | $6,899-94.6% | $5,538-93.3% | $12,312-97.0% |