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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 | $15,961 | $102,382-84.4% | $147,005-89.1% | $80,874-80.3% |
| Participation rate | 40.4% | 75.8%-35.5pp | 82.2%-41.8pp | 67.6%-27.3pp |
| Annual return | 19.51% | 134.89%-115.4pp | 418.76%-399.3pp | 35.62%-16.1pp |
| Employer contribution / active EE | $3,127 | $3,715-15.8% | $4,934-36.6% | $2,756+13.5% |
| Participant deferral / active EE | $1,743 | $6,646-73.8% | $8,070-78.4% | $4,297-59.4% |
| Admin fee / account holder | $372 | $7,942-95.3% | $13,006-97.1% | $6,935-94.6% |