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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 | $9,622 | $106,894-91.0% | $84,016-88.5% | $152,870-93.7% |
| Participation rate | 26.1% | 75.2%-49.2pp | 69.0%-42.9pp | 82.4%-56.4pp |
| Annual return | 12.17% | 104.99%-92.8pp | 71.31%-59.1pp | 345.34%-333.2pp |
| Employer contribution / active EE | $734 | $2,734-73.2% | $1,983-63.0% | $4,763-84.6% |
| Participant deferral / active EE | $845 | $4,011-78.9% | $3,239-73.9% | $5,850-85.6% |
| Admin fee / account holder | $14,868 | $8,286+79.4% | $6,101+143.7% | $11,597+28.2% |