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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 | $18,105 | $63,342-71.4% | $92,235-80.4% | $70,131-74.2% |
| Participation rate | 42.1% | 68.7%-26.6pp | 76.5%-34.4pp | 69.5%-27.4pp |
| Annual return | 24.10% | 530.15%-506.1pp | 176.28%-152.2pp | 73.14%-49.0pp |
| Employer contribution / active EE | $6,784 | $2,471+174.5% | $3,679+84.4% | $2,342+189.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,134 | $3,840-70.5% | $5,194-78.2% | $4,645-75.6% |