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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 | $4,410 | $165,399-97.3% | $149,745-97.1% | $158,982-97.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 434.60% | 348.34%+86.3pp | 276.72%+157.9pp | 302.99%+131.6pp |
| Employer contribution / active EE | $958 | $5,105-81.2% | $4,646-79.4% | $4,763-79.9% |
| Participant deferral / active EE | $2,281 | $7,183-68.2% | $6,843-66.7% | $5,983-61.9% |
| Admin fee / account holder | $1,587 | $10,811-85.3% | $9,312-83.0% | $11,252-85.9% |