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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 | $15,157 | $102,393-85.2% | $147,041-89.7% | $80,911-81.3% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 12.16% | 134.95%-122.8pp | 419.21%-407.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,389 | $3,715-62.6% | $4,935-71.8% | $2,756-49.6% |
| Participant deferral / active EE | $2,397 | $6,647-63.9% | $8,071-70.3% | $4,297-44.2% |
| Admin fee / account holder | $363 | $7,943-95.4% | $13,006-97.2% | $6,935-94.8% |