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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 | $11,026 | $156,398-92.9% | $147,318-92.5% | $138,895-92.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 831.48% | 78.75%+752.7pp | 70.43%+761.1pp | 145.39%+686.1pp |
| Employer contribution / active EE | $1,941 | $4,853-60.0% | $4,593-57.7% | $4,194-53.7% |
| Participant deferral / active EE | $2,103 | $8,237-74.5% | $7,906-73.4% | $6,396-67.1% |
| Admin fee / account holder | $1,968 | $14,976-86.9% | $13,708-85.6% | $12,562-84.3% |