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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 | $18,853 | $102,422-81.6% | $147,117-87.2% | $80,959-76.7% |
| Participation rate | 52.8% | 75.9%-23.0pp | 82.2%-29.4pp | 67.7%-14.8pp |
| Annual return | 14.86% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,367 | $3,717-63.2% | $4,932-72.3% | $2,757-50.4% |
| Participant deferral / active EE | $2,221 | $6,652-66.6% | $8,065-72.5% | $4,300-48.3% |
| Admin fee / account holder | $334 | $7,953-95.8% | $12,993-97.4% | $6,925-95.2% |