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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 | $10,979 | $102,385-89.3% | $147,080-92.5% | $80,935-86.4% |
| Participation rate | 48.8% | 75.9%-27.1pp | 82.2%-33.4pp | 67.7%-18.9pp |
| Annual return | 58.20% | 135.09%-76.9pp | 420.17%-362.0pp | 35.66%+22.5pp |
| Employer contribution / active EE | $1,596 | $3,717-57.1% | $4,933-67.7% | $2,757-42.1% |
| Participant deferral / active EE | $1,975 | $6,651-70.3% | $8,066-75.5% | $4,299-54.1% |
| Admin fee / account holder | $2,940 | $7,951-63.0% | $12,989-77.4% | $6,924-57.5% |