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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 | $63,440 | $375,661-83.1% | $312,151-79.7% | $382,429-83.4% |
| Participation rate | 42.9% | 91.4%-48.5pp | 89.1%-46.2pp | 87.7%-44.9pp |
| Annual return | 10.52% | 0.11%+10.4pp | 1.82%+8.7pp | 248.85%-238.3pp |
| Employer contribution / active EE | $0 | $9,697-100.0% | $8,031-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $1,700 | $5,737-70.4% | $5,370-68.3% | $5,727-70.3% |
| Admin fee / account holder | $84,003 | $64,308+30.6% | $51,799+62.2% | $30,732+173.3% |