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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 | $9,997 | $85,169-88.3% | $172,755-94.2% | $72,983-86.3% |
| Participation rate | 29.2% | 70.1%-40.8pp | 82.6%-53.4pp | 69.5%-40.3pp |
| Annual return | 52.82% | 27.32%+25.5pp | 802.94%-750.1pp | 81.01%-28.2pp |
| Employer contribution / active EE | $530 | $3,324-84.1% | $5,144-89.7% | $2,440-78.3% |
| Participant deferral / active EE | $659 | $3,260-79.8% | $5,198-87.3% | $3,608-81.7% |
| Admin fee / account holder | $678 | $5,880-88.5% | $13,955-95.1% | $5,124-86.8% |