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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 | $859 | $76,608-98.9% | $56,077-98.5% | $145,877-99.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 9.36% | 3009.59%-3000.2pp | 1709.28%-1699.9pp | 551.28%-541.9pp |
| Employer contribution / active EE | $93 | $1,382-93.3% | $1,040-91.1% | $4,663-98.0% |
| Participant deferral / active EE | $140 | $2,624-94.7% | $1,954-92.9% | $6,691-97.9% |
| Admin fee / account holder | $590 | $3,325-82.3% | $2,825-79.1% | $13,402-95.6% |