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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 | $9,084 | $76,551-88.1% | $123,894-92.7% | $62,881-85.6% |
| Participation rate | 47.9% | 73.0%-25.1pp | 81.4%-33.5pp | 69.3%-21.4pp |
| Annual return | 71.21% | 18.68%+52.5pp | 47.52%+23.7pp | 20.14%+51.1pp |
| Employer contribution / active EE | $1,255 | $2,882-56.5% | $4,617-72.8% | $2,281-45.0% |
| Participant deferral / active EE | $789 | $4,840-83.7% | $5,984-86.8% | $3,203-75.4% |
| Admin fee / account holder | $1,011 | $4,826-79.0% | $8,357-87.9% | $4,296-76.5% |