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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 | $23,458 | $102,422-77.1% | $147,117-84.1% | $80,959-71.0% |
| Participation rate | 42.6% | 75.9%-33.3pp | 82.2%-39.6pp | 67.7%-25.0pp |
| Annual return | 13.08% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,039 | $3,717-72.1% | $4,932-78.9% | $2,757-62.3% |
| Participant deferral / active EE | $1,832 | $6,652-72.5% | $8,065-77.3% | $4,300-57.4% |
| Admin fee / account holder | $3,756 | $7,953-52.8% | $12,993-71.1% | $6,925-45.8% |