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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 | $8,066 | $106,003-92.4% | $92,236-91.3% | $147,585-94.5% |
| Participation rate | 36.4% | 80.4%-44.0pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 35.31% | 50.05%-14.7pp | 176.29%-141.0pp | 578.57%-543.3pp |
| Employer contribution / active EE | $721 | $4,333-83.4% | $3,679-80.4% | $4,876-85.2% |
| Participant deferral / active EE | $881 | $4,478-80.3% | $3,897-77.4% | $5,439-83.8% |
| Admin fee / account holder | $418 | $6,333-93.4% | $5,194-92.0% | $10,885-96.2% |