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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 | $76,785-98.9% | $56,441-98.5% | $145,959-99.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 9.36% | 3000.51%-2991.1pp | 1704.21%-1694.9pp | 561.95%-552.6pp |
| Employer contribution / active EE | $93 | $1,381-93.3% | $1,039-91.1% | $4,661-98.0% |
| Participant deferral / active EE | $140 | $2,624-94.7% | $1,953-92.9% | $6,689-97.9% |
| Admin fee / account holder | $590 | $3,334-82.3% | $2,829-79.2% | $13,398-95.6% |