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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 | $22,511 | $79,223-71.6% | $102,460-78.0% | $74,478-69.8% |
| Participation rate | 28.7% | 74.8%-46.0pp | 76.5%-47.8pp | 67.2%-38.5pp |
| Annual return | 13.13% | 54.98%-41.8pp | 29.47%-16.3pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $647 | $4,417-85.4% | $5,056-87.2% | $4,350-85.1% |
| Admin fee / account holder | $703 | $2,003-64.9% | $9,460-92.6% | $1,946-63.8% |