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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 | $16,392 | $79,003-79.3% | $100,398-83.7% | $74,400-78.0% |
| Participation rate | 63.5% | 79.5%-15.9pp | 81.5%-18.0pp | 67.2%-3.7pp |
| Annual return | 103.10% | 20.62%+82.5pp | 49.32%+53.8pp | 1367.51%-1264.4pp |
| Employer contribution / active EE | $1,698 | $3,015-43.7% | $3,946-57.0% | $2,624-35.3% |
| Participant deferral / active EE | $3,061 | $7,752-60.5% | $8,084-62.1% | $4,348-29.6% |
| Admin fee / account holder | $2,170 | $1,331+63.0% | $7,893-72.5% | $1,944+11.7% |