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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 | $14,554 | $79,700-81.7% | $153,500-90.5% | $74,429-80.4% |
| Participation rate | 7.9% | 69.8%-61.9pp | 77.1%-69.2pp | 67.2%-59.3pp |
| Annual return | 17.44% | 15.07%+2.4pp | 15.70%+1.7pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $0 | $4,016-100.0% | $5,039-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $711 | $5,315-86.6% | $6,756-89.5% | $4,348-83.7% |
| Admin fee / account holder | $7,631 | $1,790+326.4% | $12,736-40.1% | $1,944+292.5% |