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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 | $20,866 | $88,117-76.3% | $164,928-87.3% | $74,400-72.0% |
| Participation rate | 65.5% | 73.1%-7.6pp | 78.6%-13.1pp | 67.2%-1.7pp |
| Annual return | 12.30% | 17.27%-5.0pp | 70.08%-57.8pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $1,061 | $2,596-59.1% | $4,343-75.6% | $2,624-59.6% |
| Participant deferral / active EE | $2,057 | $4,501-54.3% | $6,034-65.9% | $4,348-52.7% |
| Admin fee / account holder | $491 | $2,230-78.0% | $12,684-96.1% | $1,944-74.7% |