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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 | $15,094 | $59,467-74.6% | $93,727-83.9% | $74,478-79.7% |
| Participation rate | 39.4% | 59.6%-20.2pp | 68.7%-29.3pp | 67.2%-27.8pp |
| Annual return | 35.00% | 82.14%-47.1pp | 133.83%-98.8pp | 1370.56%-1335.6pp |
| Employer contribution / active EE | $523 | $1,267-58.7% | $2,421-78.4% | $2,626-80.1% |
| Participant deferral / active EE | $993 | $3,052-67.4% | $4,417-77.5% | $4,350-77.2% |
| Admin fee / account holder | $357 | $3,028-88.2% | $8,292-95.7% | $1,946-81.7% |