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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 | $24,215 | $81,208-70.2% | $98,920-75.5% | $79,852-69.7% |
| Participation rate | 22.9% | 72.5%-49.6pp | 76.0%-53.1pp | 69.6%-46.7pp |
| Annual return | 13.93% | 60.99%-47.1pp | 196.47%-182.5pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $625 | $3,265-80.9% | $4,245-85.3% | $3,740-83.3% |
| Admin fee / account holder | $678 | $6,013-88.7% | $6,643-89.8% | $5,306-87.2% |