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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 | $2,380 | $100,895-97.6% | $90,430-97.4% | $158,950-98.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 371.74% | 1725.54%-1353.8pp | 1293.73%-922.0pp | 302.91%+68.8pp |
| Employer contribution / active EE | $466 | $3,689-87.4% | $3,262-85.7% | $4,762-90.2% |
| Participant deferral / active EE | $466 | $4,347-89.3% | $3,963-88.2% | $5,983-92.2% |
| Admin fee / account holder | $385 | $6,505-94.1% | $5,613-93.1% | $11,248-96.6% |