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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 | $10,926 | $102,422-89.3% | $147,117-92.6% | $80,959-86.5% |
| Participation rate | 58.4% | 75.9%-17.4pp | 82.2%-23.8pp | 67.7%-9.2pp |
| Annual return | 20.44% | 135.16%-114.7pp | 420.54%-400.1pp | 35.67%-15.2pp |
| Employer contribution / active EE | $1,019 | $3,717-72.6% | $4,932-79.3% | $2,757-63.0% |
| Participant deferral / active EE | $2,277 | $6,652-65.8% | $8,065-71.8% | $4,300-47.0% |
| Admin fee / account holder | $1,201 | $7,953-84.9% | $12,993-90.8% | $6,925-82.7% |