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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 | $10,603 | $81,208-86.9% | $98,920-89.3% | $79,856-86.7% |
| Participation rate | 26.8% | 72.5%-45.7pp | 76.0%-49.2pp | 69.6%-42.8pp |
| Annual return | 48.53% | 60.99%-12.5pp | 196.47%-147.9pp | 31.71%+16.8pp |
| Employer contribution / active EE | $585 | $1,960-70.1% | $2,689-78.2% | $2,471-76.3% |
| Participant deferral / active EE | $976 | $3,265-70.1% | $4,245-77.0% | $3,741-73.9% |
| Admin fee / account holder | $1,717 | $6,013-71.4% | $6,643-74.1% | $5,306-67.6% |