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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 | $5,713 | $77,920-92.7% | $149,723-96.2% | $75,177-92.4% |
| Participation rate | 27.0% | 65.6%-38.6pp | 78.8%-51.8pp | 67.2%-40.2pp |
| Annual return | 98.72% | 31.72%+67.0pp | 134.50%-35.8pp | 160.75%-62.0pp |
| Employer contribution / active EE | $497 | $3,138-84.2% | $4,821-89.7% | $2,671-81.4% |
| Participant deferral / active EE | $801 | $3,411-76.5% | $5,682-85.9% | $4,126-80.6% |
| Admin fee / account holder | $455 | $5,951-92.4% | $13,215-96.6% | $5,651-92.0% |