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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 | $27,173 | $100,060-72.8% | $149,721-81.9% | $70,126-61.3% |
| Participation rate | 57.9% | 83.6%-25.7pp | 87.1%-29.2pp | 69.5%-11.6pp |
| Annual return | 0.00% | 27.46%-27.5pp | 1501.67%-1501.7pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,272 | $3,661-65.3% | $5,444-76.6% | $2,343-45.7% |
| Participant deferral / active EE | $1,775 | $4,982-64.4% | $6,568-73.0% | $3,332-46.7% |
| Admin fee / account holder | $677 | $8,285-91.8% | $11,282-94.0% | $4,645-85.4% |