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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 | $88,778-99.6% | $81,844-99.6% | $145,884-99.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 25.00% | 1033.03%-1008.0pp | 778.87%-753.9pp | 551.85%-526.8pp |
| Employer contribution / active EE | $428 | $3,087-86.1% | $2,916-85.3% | $4,662-90.8% |
| Participant deferral / active EE | $151 | $4,648-96.8% | $4,323-96.5% | $6,690-97.7% |
| Admin fee / account holder | $384 | $8,430-95.4% | $7,355-94.8% | $13,392-97.1% |