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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 | $1,641 | $96,643-98.3% | $86,617-98.1% | $139,456-98.8% |
| Participation rate | 55.6% | 74.4%-18.9pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 15.80% | 106.57%-90.8pp | 591.91%-576.1pp | 373.45%-357.6pp |
| Employer contribution / active EE | $414 | $3,264-87.3% | $3,023-86.3% | $4,753-91.3% |
| Participant deferral / active EE | $497 | $4,835-89.7% | $4,437-88.8% | $6,711-92.6% |
| Admin fee / account holder | $460 | $6,406-92.8% | $5,613-91.8% | $11,407-96.0% |