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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 | $15,807 | $65,395-75.8% | $182,540-91.3% | $72,975-78.3% |
| Participation rate | 43.8% | 65.4%-21.7pp | 78.0%-34.2pp | 69.5%-25.7pp |
| Annual return | 117.25% | 27.68%+89.6pp | 148.58%-31.3pp | 81.01%+36.2pp |
| Employer contribution / active EE | $623 | $1,911-67.4% | $4,076-84.7% | $2,440-74.5% |
| Participant deferral / active EE | $1,000 | $3,563-71.9% | $5,525-81.9% | $3,608-72.3% |
| Admin fee / account holder | $2,894 | $4,245-31.8% | $8,593-66.3% | $5,124-43.5% |