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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 | $1,670 | $176,120-99.1% | $159,487-99.0% | $167,553-99.0% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 24.65% | 331.95%-307.3pp | 263.71%-239.1pp | 478.89%-454.2pp |
| Employer contribution / active EE | $1,029 | $5,299-80.6% | $4,831-78.7% | $4,840-78.7% |
| Participant deferral / active EE | $1,029 | $7,752-86.7% | $7,354-86.0% | $6,343-83.8% |
| Admin fee / account holder | $323 | $12,561-97.4% | $10,804-97.0% | $12,316-97.4% |