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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 | $102,393-77.1% | $147,041-84.0% | $80,911-71.0% |
| Participation rate | 42.6% | 75.9%-33.2pp | 82.2%-39.5pp | 67.6%-25.0pp |
| Annual return | 13.08% | 134.95%-121.9pp | 419.21%-406.1pp | 35.63%-22.5pp |
| Employer contribution / active EE | $1,039 | $3,715-72.0% | $4,935-79.0% | $2,756-62.3% |
| Participant deferral / active EE | $1,832 | $6,647-72.4% | $8,071-77.3% | $4,297-57.4% |
| Admin fee / account holder | $3,756 | $7,943-52.7% | $13,006-71.1% | $6,935-45.8% |