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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 | $395 | $67,823-99.4% | $52,425-99.2% | $137,256-99.7% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 16.67% | 219.11%-202.4pp | 302.12%-285.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $150 | $1,163-87.1% | $914-83.6% | $4,156-96.4% |
| Participant deferral / active EE | $150 | $2,288-93.4% | $1,790-91.6% | $6,407-97.7% |
| Admin fee / account holder | $471 | $2,844-83.4% | $2,495-81.1% | $12,270-96.2% |