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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 | $28,037 | $99,957-72.0% | $149,745-81.3% | $73,497-61.9% |
| Participation rate | 33.3% | 75.7%-42.4pp | 82.5%-49.1pp | 70.7%-37.3pp |
| Annual return | 23.50% | 53.87%-30.4pp | 276.72%-253.2pp | 28.51%-5.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,037 | $6,073-82.9% | $6,843-84.8% | $3,740-72.3% |
| Admin fee / account holder | $2,136 | $551+287.9% | $9,312-77.1% | $513+316.4% |