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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 | $96,678-98.3% | $86,640-98.1% | $139,466-98.8% |
| Participation rate | 55.6% | 74.4%-18.9pp | 71.7%-16.2pp | 80.3%-24.8pp |
| Annual return | 15.80% | 106.69%-90.9pp | 592.52%-576.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $414 | $3,265-87.3% | $3,024-86.3% | $4,754-91.3% |
| Participant deferral / active EE | $497 | $4,837-89.7% | $4,438-88.8% | $6,712-92.6% |
| Admin fee / account holder | $460 | $6,410-92.8% | $5,616-91.8% | $11,409-96.0% |