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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 | $7,526 | $93,586-92.0% | $135,925-94.5% | $75,173-90.0% |
| Participation rate | 23.3% | 75.2%-51.9pp | 81.9%-58.6pp | 67.2%-43.9pp |
| Annual return | 100.17% | 30.90%+69.3pp | 68.25%+31.9pp | 160.65%-60.5pp |
| Employer contribution / active EE | $919 | $3,537-74.0% | $4,857-81.1% | $2,670-65.6% |
| Participant deferral / active EE | $1,348 | $6,405-79.0% | $7,759-82.6% | $4,126-67.3% |
| Admin fee / account holder | $399 | $6,977-94.3% | $10,764-96.3% | $5,651-92.9% |