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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 | $7,885 | $78,707-90.0% | $117,861-93.3% | $70,126-88.8% |
| Participation rate | 39.1% | 73.2%-34.1pp | 79.7%-40.5pp | 69.5%-30.4pp |
| Annual return | 48.39% | 23.30%+25.1pp | 335.11%-286.7pp | 73.15%-24.8pp |
| Employer contribution / active EE | $753 | $2,223-66.1% | $3,786-80.1% | $2,343-67.9% |
| Participant deferral / active EE | $849 | $3,297-74.3% | $4,482-81.1% | $3,332-74.5% |
| Admin fee / account holder | $526 | $5,066-89.6% | $8,021-93.4% | $4,645-88.7% |