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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 | $7,542 | $99,957-92.5% | $149,715-95.0% | $73,493-89.7% |
| Participation rate | 35.3% | 75.7%-40.4pp | 82.5%-47.1pp | 70.7%-35.3pp |
| Annual return | 137.44% | 53.87%+83.6pp | 276.66%-139.2pp | 28.51%+108.9pp |
| Employer contribution / active EE | $809 | $3,191-74.6% | $4,645-82.6% | $2,270-64.4% |
| Participant deferral / active EE | $1,483 | $6,073-75.6% | $6,842-78.3% | $3,740-60.4% |
| Admin fee / account holder | $1,015 | $551+84.3% | $9,310-89.1% | $513+97.8% |