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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 | $3,462 | $181,062-98.1% | $158,223-97.8% | $155,188-97.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 94.62% | 57.39%+37.2pp | 52.09%+42.5pp | 148.84%-54.2pp |
| Employer contribution / active EE | $1,026 | $4,565-77.5% | $4,109-75.0% | $4,248-75.9% |
| Participant deferral / active EE | $1,145 | $6,134-81.3% | $5,467-79.0% | $6,531-82.5% |
| Admin fee / account holder | $516 | $18,825-97.3% | $16,047-96.8% | $14,480-96.4% |