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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 | $19,850 | $85,766-76.9% | $136,298-85.4% | $70,126-71.7% |
| Participation rate | 27.3% | 74.2%-46.9pp | 81.9%-54.6pp | 69.5%-42.3pp |
| Annual return | 18.93% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $676 | $2,966-77.2% | $4,696-85.6% | $2,343-71.1% |
| Participant deferral / active EE | $1,562 | $5,051-69.1% | $6,247-75.0% | $3,332-53.1% |
| Admin fee / account holder | $330 | $5,421-93.9% | $9,244-96.4% | $4,645-92.9% |