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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 | $15,896 | $85,766-81.5% | $136,298-88.3% | $70,126-77.3% |
| Participation rate | 43.0% | 74.2%-31.1pp | 81.9%-38.9pp | 69.5%-26.5pp |
| Annual return | 17.67% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $599 | $2,966-79.8% | $4,696-87.2% | $2,343-74.4% |
| Participant deferral / active EE | $2,006 | $5,051-60.3% | $6,247-67.9% | $3,332-39.8% |
| Admin fee / account holder | $640 | $5,421-88.2% | $9,244-93.1% | $4,645-86.2% |