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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 | $11,669 | $79,181-85.3% | $102,423-88.6% | $74,429-84.3% |
| Participation rate | 42.3% | 74.8%-32.5pp | 76.5%-34.2pp | 67.2%-24.9pp |
| Annual return | 20.49% | 54.97%-34.5pp | 29.42%-8.9pp | 1368.38%-1347.9pp |
| Employer contribution / active EE | $1,263 | $2,362-46.5% | $3,023-58.2% | $2,625-51.9% |
| Participant deferral / active EE | $2,103 | $4,416-52.4% | $5,054-58.4% | $4,348-51.6% |
| Admin fee / account holder | $1,422 | $2,002-28.9% | $9,455-85.0% | $1,944-26.8% |