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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 | $1,375 | $104,544-98.7% | $76,657-98.2% | $152,897-99.1% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.5%-32.5pp |
| Annual return | 64.93% | 1014.36%-949.4pp | 1166.74%-1101.8pp | 345.43%-280.5pp |
| Employer contribution / active EE | $534 | $3,118-82.9% | $2,303-76.8% | $4,764-88.8% |
| Participant deferral / active EE | $579 | $4,236-86.3% | $3,335-82.6% | $5,851-90.1% |
| Admin fee / account holder | $399 | $12,286-96.8% | $6,423-93.8% | $11,599-96.6% |