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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 | $17,583 | $45,566-61.4% | $64,105-72.6% | $59,633-70.5% |
| Participation rate | 23.3% | 60.2%-36.9pp | 68.2%-44.9pp | 68.7%-45.4pp |
| Annual return | 529.26% | 4.95%+524.3pp | 791.24%-262.0pp | 2041.45%-1512.2pp |
| Employer contribution / active EE | $152 | $934-83.7% | $1,820-91.6% | $2,203-93.1% |
| Participant deferral / active EE | $830 | $2,057-59.7% | $2,822-70.6% | $3,192-74.0% |
| Admin fee / account holder | $489 | $3,268-85.0% | $4,499-89.1% | $4,297-88.6% |