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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 | $14,816 | $104,482-85.8% | $159,455-90.7% | $79,393-81.3% |
| Participation rate | 63.2% | 76.6%-13.4pp | 82.8%-19.6pp | 70.7%-7.5pp |
| Annual return | 23.04% | 67.96%-44.9pp | 263.63%-240.6pp | 116.87%-93.8pp |
| Employer contribution / active EE | $1,856 | $3,416-45.7% | $4,830-61.6% | $2,428-23.5% |
| Participant deferral / active EE | $1,989 | $6,467-69.2% | $7,353-72.9% | $4,046-50.8% |
| Admin fee / account holder | $2,172 | $711+205.4% | $10,800-79.9% | $627+246.7% |