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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 | $11,915 | $85,766-86.1% | $136,298-91.3% | $70,126-83.0% |
| Participation rate | 37.9% | 74.2%-36.2pp | 81.9%-44.0pp | 69.5%-31.6pp |
| Annual return | 19.01% | 31.46%-12.4pp | 5156.27%-5137.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $628 | $2,966-78.8% | $4,696-86.6% | $2,343-73.2% |
| Participant deferral / active EE | $433 | $5,051-91.4% | $6,247-93.1% | $3,332-87.0% |
| Admin fee / account holder | $399 | $5,421-92.6% | $9,244-95.7% | $4,645-91.4% |