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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 | $19,299 | $180,459-89.3% | $154,108-87.5% | $135,380-85.7% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | 4.09% | 888.21%-884.1pp | 735.21%-731.1pp | 519.81%-515.7pp |
| Employer contribution / active EE | $1,759 | $6,035-70.9% | $5,298-66.8% | $4,779-63.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,690 | $16,145-70.9% | $13,411-65.0% | $10,828-56.7% |