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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 | $2,321 | $180,462-98.7% | $154,111-98.5% | $135,379-98.3% |
| Participation rate | 20.0% | 87.4%-67.4pp | 83.0%-63.0pp | 82.6%-62.6pp |
| Annual return | 259.45% | 888.17%-628.7pp | 735.18%-475.7pp | 519.79%-260.3pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $820 | $5,806-85.9% | $5,081-83.9% | $5,609-85.4% |
| Admin fee / account holder | $1,234 | $16,145-92.4% | $13,411-90.8% | $10,828-88.6% |