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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 | $102,382-85.5% | $147,005-89.9% | $80,874-81.7% |
| Participation rate | 43.1% | 75.8%-32.8pp | 82.2%-39.1pp | 67.6%-24.6pp |
| Annual return | 14.75% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $933 | $3,715-74.9% | $4,934-81.1% | $2,756-66.2% |
| Participant deferral / active EE | $1,483 | $6,646-77.7% | $8,070-81.6% | $4,297-65.5% |
| Admin fee / account holder | $1,182 | $7,942-85.1% | $13,006-90.9% | $6,935-83.0% |