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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 | $12,556 | $102,429-87.7% | $147,096-91.5% | $80,925-84.5% |
| Participation rate | 42.7% | 75.9%-33.2pp | 82.2%-39.5pp | 67.7%-25.0pp |
| Annual return | 11.97% | 135.02%-123.0pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,502 | $3,716-59.6% | $4,936-69.6% | $2,756-45.5% |
| Participant deferral / active EE | $2,473 | $6,649-62.8% | $8,071-69.4% | $4,299-42.5% |
| Admin fee / account holder | $1,736 | $7,957-78.2% | $13,005-86.7% | $6,940-75.0% |