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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 | $472 | $100,262-99.5% | $81,370-99.4% | $145,897-99.7% |
| Participation rate | 68.8% | 74.3%-5.5pp | 69.5%-0.8pp | 80.3%-11.6pp |
| Annual return | 187.80% | 34.52%+153.3pp | 24.85%+163.0pp | 552.29%-364.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $554 | $4,612-88.0% | $3,885-85.7% | $6,689-91.7% |
| Admin fee / account holder | $1,342 | $8,163-83.6% | $5,749-76.7% | $13,390-90.0% |