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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 | $328 | $88,710-99.6% | $81,783-99.6% | $145,959-99.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 25.00% | 1027.26%-1002.3pp | 775.05%-750.1pp | 561.95%-536.9pp |
| Employer contribution / active EE | $428 | $3,083-86.1% | $2,913-85.3% | $4,661-90.8% |
| Participant deferral / active EE | $151 | $4,645-96.7% | $4,320-96.5% | $6,689-97.7% |
| Admin fee / account holder | $384 | $8,407-95.4% | $7,380-94.8% | $13,398-97.1% |