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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 | $8,012 | $45,566-82.4% | $64,105-87.5% | $59,633-86.6% |
| Participation rate | 25.4% | 60.2%-34.8pp | 68.2%-42.8pp | 68.7%-43.3pp |
| Annual return | 53.77% | 4.95%+48.8pp | 791.24%-737.5pp | 2041.45%-1987.7pp |
| Employer contribution / active EE | $452 | $934-51.6% | $1,820-75.2% | $2,203-79.5% |
| Participant deferral / active EE | $817 | $2,057-60.3% | $2,822-71.0% | $3,192-74.4% |
| Admin fee / account holder | $361 | $3,268-88.9% | $4,499-92.0% | $4,297-91.6% |