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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 | $55,066 | $368,785-85.1% | $259,274-78.8% | $483,350-88.6% |
| Participation rate | 44.4% | 77.0%-32.6pp | 77.9%-33.4pp | 89.0%-44.5pp |
| Annual return | 14.87% | -10.85%+25.7pp | -8.64%+23.5pp | 533.38%-518.5pp |
| Employer contribution / active EE | $0 | $8,411-100.0% | $5,859-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $2,446 | $5,130-52.3% | $4,555-46.3% | $6,196-60.5% |
| Admin fee / account holder | $584 | $21,175-97.2% | $15,727-96.3% | $41,445-98.6% |