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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 | $11,023 | $89,370-87.7% | $141,197-92.2% | $72,976-84.9% |
| Participation rate | 58.1% | 75.1%-17.1pp | 82.5%-24.4pp | 69.5%-11.4pp |
| Annual return | 20.23% | 111.88%-91.6pp | 71.41%-51.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $3,398 | $3,115+9.1% | $4,736-28.3% | $2,440+39.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,507 | $5,957-74.7% | $10,265-85.3% | $5,124-70.6% |