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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 | $6,588 | $58,493-88.7% | $84,023-92.2% | $72,976-91.0% |
| Participation rate | 53.7% | 61.2%-7.6pp | 69.0%-15.4pp | 69.5%-15.8pp |
| Annual return | 94.52% | 28.93%+65.6pp | 71.32%+23.2pp | 81.02%+13.5pp |
| Employer contribution / active EE | $713 | $1,163-38.7% | $1,984-64.1% | $2,440-70.8% |
| Participant deferral / active EE | $1,053 | $2,394-56.0% | $3,239-67.5% | $3,608-70.8% |
| Admin fee / account holder | $2,903 | $4,569-36.5% | $6,102-52.4% | $5,124-43.3% |