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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 | $11,040 | $85,766-87.1% | $136,298-91.9% | $70,126-84.3% |
| Participation rate | 58.5% | 74.2%-15.6pp | 81.9%-23.4pp | 69.5%-11.0pp |
| Annual return | 20.14% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $597 | $2,966-79.9% | $4,696-87.3% | $2,343-74.5% |
| Participant deferral / active EE | $1,452 | $5,051-71.3% | $6,247-76.8% | $3,332-56.4% |
| Admin fee / account holder | $668 | $5,421-87.7% | $9,244-92.8% | $4,645-85.6% |