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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 | $9,460 | $80,985-88.3% | $96,576-90.2% | $75,181-87.4% |
| Participation rate | 33.3% | 71.8%-38.4pp | 76.0%-42.6pp | 67.2%-33.9pp |
| Annual return | 95.83% | 27.05%+68.8pp | 25.87%+70.0pp | 160.69%-64.9pp |
| Employer contribution / active EE | $1,578 | $2,282-30.9% | $2,965-46.8% | $2,671-40.9% |
| Participant deferral / active EE | $777 | $3,929-80.2% | $4,851-84.0% | $4,126-81.2% |
| Admin fee / account holder | $1,528 | $6,719-77.3% | $8,253-81.5% | $5,650-72.9% |