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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 | $79,181-71.6% | $102,423-78.0% | $74,429-69.8% |
| Participation rate | 28.7% | 74.8%-46.1pp | 76.5%-47.8pp | 67.2%-38.5pp |
| Annual return | 13.13% | 54.97%-41.8pp | 29.42%-16.3pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $647 | $4,416-85.3% | $5,054-87.2% | $4,348-85.1% |
| Admin fee / account holder | $703 | $2,002-64.9% | $9,455-92.6% | $1,944-63.8% |