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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 | $12,554 | $83,369-84.9% | $105,223-88.1% | $67,986-81.5% |
| Participation rate | 29.3% | 56.3%-27.0pp | 75.0%-45.8pp | 57.2%-27.9pp |
| Annual return | 101.56% | 24.64%+76.9pp | 180.65%-79.1pp | 31.67%+69.9pp |
| Employer contribution / active EE | $1,134 | $2,541-55.4% | $3,689-69.3% | $2,019-43.8% |
| Participant deferral / active EE | $427 | $3,295-87.0% | $5,072-91.6% | $3,358-87.3% |
| Admin fee / account holder | $1,582 | $4,073-61.2% | $8,859-82.1% | $3,203-50.6% |