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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 | $14,797 | $102,429-85.6% | $147,096-89.9% | $80,925-81.7% |
| Participation rate | 43.1% | 75.9%-32.8pp | 82.2%-39.1pp | 67.7%-24.6pp |
| Annual return | 14.75% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $933 | $3,716-74.9% | $4,936-81.1% | $2,756-66.2% |
| Participant deferral / active EE | $1,483 | $6,649-77.7% | $8,071-81.6% | $4,299-65.5% |
| Admin fee / account holder | $1,182 | $7,957-85.1% | $13,005-90.9% | $6,940-83.0% |