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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 | $21,200 | $102,382-79.3% | $147,005-85.6% | $80,874-73.8% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.2%-29.0pp | 67.6%-14.5pp |
| Annual return | 15.82% | 134.89%-119.1pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $943 | $3,715-74.6% | $4,934-80.9% | $2,756-65.8% |
| Participant deferral / active EE | $1,671 | $6,646-74.9% | $8,070-79.3% | $4,297-61.1% |
| Admin fee / account holder | $703 | $7,942-91.2% | $13,006-94.6% | $6,935-89.9% |