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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 | $12,145 | $62,549-80.6% | $85,705-85.8% | $85,851-85.9% |
| Participation rate | 13.8% | 61.1%-47.3pp | 69.9%-56.1pp | 69.3%-55.5pp |
| Annual return | 89.05% | 23.77%+65.3pp | 21.49%+67.6pp | 318.63%-229.6pp |
| Employer contribution / active EE | $560 | $1,755-68.1% | $2,619-78.6% | $2,565-78.2% |
| Participant deferral / active EE | $486 | $2,802-82.6% | $3,924-87.6% | $3,952-87.7% |
| Admin fee / account holder | $4,818 | $4,644+3.7% | $6,877-29.9% | $6,261-23.1% |