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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 | $5,575 | $85,766-93.5% | $136,298-95.9% | $70,126-92.0% |
| Participation rate | 54.7% | 74.2%-19.5pp | 81.9%-27.3pp | 69.5%-14.9pp |
| Annual return | 59.22% | 31.46%+27.8pp | 5156.27%-5097.1pp | 73.15%-13.9pp |
| Employer contribution / active EE | $788 | $2,966-73.4% | $4,696-83.2% | $2,343-66.4% |
| Participant deferral / active EE | $1,020 | $5,051-79.8% | $6,247-83.7% | $3,332-69.4% |
| Admin fee / account holder | $436 | $5,421-92.0% | $9,244-95.3% | $4,645-90.6% |