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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 | $2,098 | $88,702-97.6% | $81,780-97.4% | $145,978-98.6% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.4%-3.6pp | 80.3%-11.5pp |
| Annual return | 64.75% | 1029.12%-964.4pp | 776.27%-711.5pp | 550.52%-485.8pp |
| Employer contribution / active EE | $549 | $3,084-82.2% | $2,914-81.1% | $4,662-88.2% |
| Participant deferral / active EE | $616 | $4,645-86.7% | $4,321-85.7% | $6,690-90.8% |
| Admin fee / account holder | $805 | $8,414-90.4% | $7,384-89.1% | $13,400-94.0% |