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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 | $11,475 | $111,785-89.7% | $93,669-87.7% | $145,877-92.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 9.36% | 203.79%-194.4pp | 133.59%-124.2pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,125 | $3,096-63.7% | $2,424-53.6% | $4,663-75.9% |
| Participant deferral / active EE | $28 | $4,919-99.4% | $4,416-99.4% | $6,691-99.6% |
| Admin fee / account holder | $881 | $10,256-91.4% | $8,291-89.4% | $13,402-93.4% |