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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 | $7,990 | $102,635-92.2% | $86,209-90.7% | $139,456-94.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 27.40% | 1923.53%-1896.1pp | 1169.05%-1141.7pp | 373.45%-346.0pp |
| Employer contribution / active EE | $871 | $3,034-71.3% | $2,381-63.4% | $4,753-81.7% |
| Participant deferral / active EE | $1,099 | $4,677-76.5% | $3,986-72.4% | $6,711-83.6% |
| Admin fee / account holder | $2,932 | $8,661-66.1% | $6,853-57.2% | $11,407-74.3% |