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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 | $14,737 | $203,483-92.8% | $152,473-90.3% | $167,553-91.2% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.2%-15.7pp | 82.1%-19.6pp |
| Annual return | 14.44% | 13.80%+0.6pp | 757.59%-743.1pp | 478.89%-464.5pp |
| Employer contribution / active EE | $1,179 | $5,219-77.4% | $4,326-72.7% | $4,840-75.6% |
| Participant deferral / active EE | $1,932 | $6,711-71.2% | $5,817-66.8% | $6,343-69.5% |
| Admin fee / account holder | $2,551 | $22,521-88.7% | $15,811-83.9% | $12,316-79.3% |