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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 | $4,631 | $154,754-97.0% | $124,206-96.3% | $138,895-96.7% |
| Participation rate | 53.8% | 75.5%-21.6pp | 69.6%-15.7pp | 79.9%-26.1pp |
| Annual return | 12.20% | 709.28%-697.1pp | 515.27%-503.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $58 | $4,446-98.7% | $3,540-98.4% | $4,194-98.6% |
| Participant deferral / active EE | $97 | $4,621-97.9% | $3,968-97.6% | $6,396-98.5% |
| Admin fee / account holder | $971 | $6,690-85.5% | $5,929-83.6% | $12,562-92.3% |