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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 | $10,969 | $101,499-89.2% | $147,005-92.5% | $74,546-85.3% |
| Participation rate | 40.3% | 75.5%-35.2pp | 82.2%-41.9pp | 67.2%-26.9pp |
| Annual return | 1277.93% | 8732.34%-7454.4pp | 418.76%+859.2pp | 1366.03%-88.1pp |
| Employer contribution / active EE | $1,212 | $3,811-68.2% | $4,934-75.4% | $2,624-53.8% |
| Participant deferral / active EE | $2,411 | $7,304-67.0% | $8,070-70.1% | $4,347-44.5% |
| Admin fee / account holder | $391 | $1,748-77.6% | $13,006-97.0% | $1,944-79.9% |