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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 | $9,060 | $76,551-88.2% | $123,894-92.7% | $62,881-85.6% |
| Participation rate | 17.1% | 73.0%-55.9pp | 81.4%-64.3pp | 69.3%-52.2pp |
| Annual return | 47.60% | 18.68%+28.9pp | 47.52%+0.1pp | 20.14%+27.5pp |
| Employer contribution / active EE | $517 | $2,882-82.1% | $4,617-88.8% | $2,281-77.4% |
| Participant deferral / active EE | $719 | $4,840-85.1% | $5,984-88.0% | $3,203-77.5% |
| Admin fee / account holder | $1,266 | $4,826-73.8% | $8,357-84.9% | $4,296-70.5% |