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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 | $2,912 | $81,208-96.4% | $98,916-97.1% | $79,858-96.4% |
| Participation rate | 53.1% | 72.5%-19.4pp | 76.0%-22.9pp | 69.6%-16.5pp |
| Annual return | 51.71% | 60.99%-9.3pp | 196.45%-144.7pp | 31.72%+20.0pp |
| Employer contribution / active EE | $733 | $1,960-62.6% | $2,689-72.8% | $2,471-70.4% |
| Participant deferral / active EE | $898 | $3,265-72.5% | $4,245-78.8% | $3,740-76.0% |
| Admin fee / account holder | $508 | $6,013-91.5% | $6,642-92.4% | $5,306-90.4% |