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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 | $47,113 | $122,042-61.4% | $184,243-74.4% | $74,429-36.7% |
| Participation rate | 47.7% | 85.5%-37.8pp | 86.8%-39.2pp | 67.2%-19.6pp |
| Annual return | 15.36% | 19.91%-4.6pp | 28.82%-13.5pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $2,274 | $4,538-49.9% | $6,427-64.6% | $2,625-13.4% |
| Participant deferral / active EE | $3,502 | $7,143-51.0% | $9,132-61.7% | $4,348-19.5% |
| Admin fee / account holder | $3,840 | $1,252+206.6% | $13,914-72.4% | $1,944+97.5% |