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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 | $10,150 | $76,551-86.7% | $123,894-91.8% | $62,881-83.9% |
| Participation rate | 39.4% | 73.0%-33.6pp | 81.4%-42.0pp | 69.3%-29.9pp |
| Annual return | 85.35% | 18.68%+66.7pp | 47.52%+37.8pp | 20.14%+65.2pp |
| Employer contribution / active EE | $972 | $2,882-66.3% | $4,617-78.9% | $2,281-57.4% |
| Participant deferral / active EE | $1,305 | $4,840-73.0% | $5,984-78.2% | $3,203-59.2% |
| Admin fee / account holder | $658 | $4,826-86.4% | $8,357-92.1% | $4,296-84.7% |