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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 | $10,048 | $91,525-89.0% | $130,026-92.3% | $75,181-86.6% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 21.74% | -631.40%+653.1pp | -137.26%+159.0pp | 160.69%-138.9pp |
| Employer contribution / active EE | $1,038 | $2,844-63.5% | $4,321-76.0% | $2,671-61.1% |
| Participant deferral / active EE | $505 | $4,342-88.4% | $5,821-91.3% | $4,126-87.8% |
| Admin fee / account holder | $424 | $6,778-93.8% | $10,608-96.0% | $5,650-92.5% |