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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 | $24,772 | $102,393-75.8% | $147,041-83.2% | $80,911-69.4% |
| Participation rate | 56.1% | 75.9%-19.8pp | 82.2%-26.1pp | 67.6%-11.6pp |
| Annual return | 34.97% | 134.95%-100.0pp | 419.21%-384.2pp | 35.63%-0.7pp |
| Employer contribution / active EE | $1,510 | $3,715-59.3% | $4,935-69.4% | $2,756-45.2% |
| Participant deferral / active EE | $2,034 | $6,647-69.4% | $8,071-74.8% | $4,297-52.7% |
| Admin fee / account holder | $8,898 | $7,943+12.0% | $13,006-31.6% | $6,935+28.3% |