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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 | $646 | $154,754-99.6% | $124,206-99.5% | $138,895-99.5% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 4959.68% | 709.28%+4250.4pp | 515.27%+4444.4pp | 145.39%+4814.3pp |
| Employer contribution / active EE | $172 | $4,446-96.1% | $3,540-95.2% | $4,194-95.9% |
| Participant deferral / active EE | $172 | $4,621-96.3% | $3,968-95.7% | $6,396-97.3% |
| Admin fee / account holder | $15,616 | $6,690+133.4% | $5,929+163.4% | $12,562+24.3% |