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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 | $23,335 | $91,525-74.5% | $130,026-82.1% | $75,181-69.0% |
| Participation rate | 45.2% | 71.4%-26.3pp | 78.5%-33.3pp | 67.2%-22.0pp |
| Annual return | 30.22% | -631.40%+661.6pp | -137.26%+167.5pp | 160.69%-130.5pp |
| Employer contribution / active EE | $1,097 | $2,844-61.4% | $4,321-74.6% | $2,671-58.9% |
| Participant deferral / active EE | $1,302 | $4,342-70.0% | $5,821-77.6% | $4,126-68.5% |
| Admin fee / account holder | $696 | $6,778-89.7% | $10,608-93.4% | $5,650-87.7% |