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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 | $11,594 | $85,766-86.5% | $136,297-91.5% | $70,124-83.5% |
| Participation rate | 29.7% | 74.2%-44.4pp | 81.9%-52.2pp | 69.5%-39.8pp |
| Annual return | 23.07% | 31.45%-8.4pp | 5156.19%-5133.1pp | 73.14%-50.1pp |
| Employer contribution / active EE | $907 | $2,966-69.4% | $4,696-80.7% | $2,342-61.3% |
| Participant deferral / active EE | $1,842 | $5,051-63.5% | $6,247-70.5% | $3,332-44.7% |
| Admin fee / account holder | $2,564 | $5,420-52.7% | $9,244-72.3% | $4,645-44.8% |