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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 | $7,767 | $102,429-92.4% | $147,096-94.7% | $80,925-90.4% |
| Participation rate | 58.3% | 75.9%-17.5pp | 82.2%-23.8pp | 67.7%-9.3pp |
| Annual return | 12.92% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,482 | $3,716-60.1% | $4,936-70.0% | $2,756-46.2% |
| Participant deferral / active EE | $1,748 | $6,649-73.7% | $8,071-78.3% | $4,299-59.3% |
| Admin fee / account holder | $439 | $7,957-94.5% | $13,005-96.6% | $6,940-93.7% |