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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 | $6,926 | $72,027-90.4% | $185,835-96.3% | $79,852-91.3% |
| Participation rate | 9.3% | 65.8%-56.5pp | 78.0%-68.7pp | 69.6%-60.3pp |
| Annual return | 93.02% | 23.13%+69.9pp | 35.96%+57.1pp | 31.72%+61.3pp |
| Employer contribution / active EE | $463 | $1,965-76.4% | $4,087-88.7% | $2,471-81.3% |
| Participant deferral / active EE | $654 | $3,780-82.7% | $5,633-88.4% | $3,740-82.5% |
| Admin fee / account holder | $598 | $4,513-86.8% | $9,502-93.7% | $5,306-88.7% |