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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 | $5,830 | $100,203-94.2% | $85,240-93.2% | $145,897-96.0% |
| Participation rate | 10.0% | 74.1%-64.1pp | 67.5%-57.5pp | 80.3%-70.3pp |
| Annual return | 25.68% | 84.28%-58.6pp | 66.75%-41.1pp | 552.29%-526.6pp |
| Employer contribution / active EE | $401 | $3,242-87.6% | $2,735-85.4% | $4,663-91.4% |
| Participant deferral / active EE | $681 | $5,299-87.1% | $4,527-85.0% | $6,689-89.8% |
| Admin fee / account holder | $7,585 | $7,265+4.4% | $6,165+23.0% | $13,390-43.4% |