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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 | $9,198 | $78,707-88.3% | $117,861-92.2% | $70,126-86.9% |
| Participation rate | 47.2% | 73.2%-26.0pp | 79.7%-32.5pp | 69.5%-22.4pp |
| Annual return | 25.25% | 23.30%+2.0pp | 335.11%-309.9pp | 73.15%-47.9pp |
| Employer contribution / active EE | $1,000 | $2,223-55.0% | $3,786-73.6% | $2,343-57.3% |
| Participant deferral / active EE | $1,424 | $3,297-56.8% | $4,482-68.2% | $3,332-57.3% |
| Admin fee / account holder | $366 | $5,066-92.8% | $8,021-95.4% | $4,645-92.1% |