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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 | $11,837 | $55,713-78.8% | $75,901-84.4% | $72,975-83.8% |
| Participation rate | 12.0% | 61.1%-49.1pp | 69.3%-57.2pp | 69.5%-57.4pp |
| Annual return | 52.11% | 27.60%+24.5pp | 30.76%+21.4pp | 81.01%-28.9pp |
| Employer contribution / active EE | $444 | $1,687-73.7% | $2,501-82.2% | $2,440-81.8% |
| Participant deferral / active EE | $719 | $2,634-72.7% | $3,603-80.0% | $3,608-80.1% |
| Admin fee / account holder | $1,554 | $3,980-60.9% | $5,420-71.3% | $5,124-69.7% |