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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 | $5,860 | $228,352-97.4% | $185,835-96.8% | $158,966-96.3% |
| Participation rate | 47.6% | 82.3%-34.7pp | 78.0%-30.4pp | 82.0%-34.3pp |
| Annual return | 121.71% | 40.81%+80.9pp | 35.96%+85.8pp | 302.95%-181.2pp |
| Employer contribution / active EE | $684 | $4,967-86.2% | $4,087-83.3% | $4,762-85.6% |
| Participant deferral / active EE | $841 | $6,416-86.9% | $5,633-85.1% | $5,983-85.9% |
| Admin fee / account holder | $527 | $11,867-95.6% | $9,502-94.5% | $11,250-95.3% |