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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 | $6,950 | $62,409-88.9% | $120,574-94.2% | $74,459-90.7% |
| Participation rate | 25.4% | 56.8%-31.4pp | 71.9%-46.6pp | 67.2%-41.8pp |
| Annual return | 53.68% | 18.62%+35.1pp | 107.42%-53.7pp | 1369.70%-1316.0pp |
| Employer contribution / active EE | $704 | $1,847-61.9% | $3,471-79.7% | $2,626-73.2% |
| Participant deferral / active EE | $970 | $2,888-66.4% | $4,996-80.6% | $4,350-77.7% |
| Admin fee / account holder | $1,651 | $2,394-31.0% | $9,445-82.5% | $1,945-15.1% |