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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 | $18,958 | $102,429-81.5% | $147,096-87.1% | $80,925-76.6% |
| Participation rate | 55.4% | 75.9%-20.5pp | 82.2%-26.8pp | 67.7%-12.3pp |
| Annual return | 12.17% | 135.02%-122.9pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $4,718 | $3,716+27.0% | $4,936-4.4% | $2,756+71.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,507 | $7,957-81.1% | $13,005-88.4% | $6,940-78.3% |