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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 | $14,530 | $102,393-85.8% | $147,041-90.1% | $80,911-82.0% |
| Participation rate | 39.3% | 75.9%-36.6pp | 82.2%-42.9pp | 67.6%-28.4pp |
| Annual return | 14.54% | 134.95%-120.4pp | 419.21%-404.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,137 | $3,715-69.4% | $4,935-77.0% | $2,756-58.7% |
| Participant deferral / active EE | $1,925 | $6,647-71.0% | $8,071-76.1% | $4,297-55.2% |
| Admin fee / account holder | $356 | $7,943-95.5% | $13,006-97.3% | $6,935-94.9% |