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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 | $22,709 | $102,422-77.8% | $147,117-84.6% | $80,959-72.0% |
| Participation rate | 64.2% | 75.9%-11.7pp | 82.2%-18.0pp | 67.7%-3.5pp |
| Annual return | 12.50% | 135.16%-122.7pp | 420.54%-408.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,179 | $3,717-68.3% | $4,932-76.1% | $2,757-57.3% |
| Participant deferral / active EE | $2,301 | $6,652-65.4% | $8,065-71.5% | $4,300-46.5% |
| Admin fee / account holder | $541 | $7,953-93.2% | $12,993-95.8% | $6,925-92.2% |