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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 | $76,519-98.9% | $56,025-98.5% | $145,897-99.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 9.36% | 3017.03%-3007.7pp | 1712.69%-1703.3pp | 552.29%-542.9pp |
| Employer contribution / active EE | $93 | $1,383-93.3% | $1,042-91.1% | $4,663-98.0% |
| Participant deferral / active EE | $140 | $2,624-94.7% | $1,955-92.9% | $6,689-97.9% |
| Admin fee / account holder | $590 | $3,331-82.3% | $2,828-79.2% | $13,390-95.6% |