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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 | $18,546 | $58,828-68.5% | $78,002-76.2% | $62,881-70.5% |
| Participation rate | 43.9% | 71.1%-27.2pp | 75.5%-31.6pp | 69.3%-25.4pp |
| Annual return | 785.74% | 17.16%+768.6pp | 425.99%+359.8pp | 20.14%+765.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $414 | $2,686-84.6% | $3,497-88.2% | $3,203-87.1% |
| Admin fee / account holder | $836 | $4,393-81.0% | $5,481-84.7% | $4,296-80.5% |