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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 | $21,806 | $168,635-87.1% | $147,617-85.2% | $125,389-82.6% |
| Participation rate | 52.6% | 88.8%-36.1pp | 84.6%-32.0pp | 83.2%-30.6pp |
| Annual return | 0.88% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,560 | $6,252-75.0% | $5,564-72.0% | $4,866-67.9% |
| Participant deferral / active EE | $1,671 | $5,507-69.7% | $4,895-65.9% | $5,352-68.8% |
| Admin fee / account holder | $3,938 | $13,580-71.0% | $11,612-66.1% | $9,541-58.7% |