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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 | $12,312 | $59,456-79.3% | $93,669-86.9% | $74,429-83.5% |
| Participation rate | 45.1% | 59.6%-14.5pp | 68.7%-23.6pp | 67.2%-22.1pp |
| Annual return | 11.14% | 82.00%-70.9pp | 133.59%-122.4pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $320 | $1,266-74.7% | $2,424-86.8% | $2,625-87.8% |
| Participant deferral / active EE | $1,146 | $3,052-62.4% | $4,416-74.0% | $4,348-73.6% |
| Admin fee / account holder | $4,155 | $3,026+37.3% | $8,291-49.9% | $1,944+113.7% |