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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 | $23,018 | $102,382-77.5% | $147,005-84.3% | $80,874-71.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 13.82% | 134.89%-121.1pp | 418.76%-404.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,385 | $3,715-62.7% | $4,934-71.9% | $2,756-49.7% |
| Participant deferral / active EE | $2,338 | $6,646-64.8% | $8,070-71.0% | $4,297-45.6% |
| Admin fee / account holder | $6,710 | $7,942-15.5% | $13,006-48.4% | $6,935-3.2% |