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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 | $8,202 | $93,589-91.2% | $135,942-94.0% | $75,181-89.1% |
| Participation rate | 21.4% | 75.2%-53.8pp | 81.9%-60.5pp | 67.2%-45.8pp |
| Annual return | 52.52% | 30.90%+21.6pp | 68.28%-15.8pp | 160.69%-108.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,759 | $6,405-72.5% | $7,759-77.3% | $4,126-57.4% |
| Admin fee / account holder | $315 | $6,977-95.5% | $10,764-97.1% | $5,650-94.4% |