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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 | $5,290 | $118,708-95.5% | $98,920-94.7% | $158,966-96.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 29.68% | 372.49%-342.8pp | 196.47%-166.8pp | 302.95%-273.3pp |
| Employer contribution / active EE | $635 | $3,334-81.0% | $2,689-76.4% | $4,762-86.7% |
| Participant deferral / active EE | $694 | $5,089-86.4% | $4,245-83.6% | $5,983-88.4% |
| Admin fee / account holder | $321 | $10,134-96.8% | $6,643-95.2% | $11,250-97.1% |