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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 | $15,792 | $106,008-85.1% | $92,240-82.9% | $147,586-89.3% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 14.06% | 50.05%-36.0pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,240 | $4,333-48.3% | $3,680-39.1% | $4,876-54.1% |
| Participant deferral / active EE | $281 | $4,478-93.7% | $3,897-92.8% | $5,439-94.8% |
| Admin fee / account holder | $495 | $6,333-92.2% | $5,194-90.5% | $10,886-95.5% |