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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 | $992 | $96,678-99.0% | $86,640-98.9% | $139,466-99.3% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.9pp | 80.3%-37.5pp |
| Annual return | 22.67% | 106.69%-84.0pp | 592.52%-569.9pp | 373.66%-351.0pp |
| Employer contribution / active EE | $371 | $3,265-88.6% | $3,024-87.7% | $4,754-92.2% |
| Participant deferral / active EE | $532 | $4,837-89.0% | $4,438-88.0% | $6,712-92.1% |
| Admin fee / account holder | $466 | $6,410-92.7% | $5,616-91.7% | $11,409-95.9% |