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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 | $18,873 | $81,208-76.8% | $98,920-80.9% | $79,856-76.4% |
| Participation rate | 31.3% | 72.5%-41.3pp | 76.0%-44.8pp | 69.6%-38.4pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.47%-196.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $423 | $1,960-78.4% | $2,689-84.3% | $2,471-82.9% |
| Participant deferral / active EE | $1,087 | $3,265-66.7% | $4,245-74.4% | $3,741-70.9% |
| Admin fee / account holder | $773 | $6,013-87.1% | $6,643-88.4% | $5,306-85.4% |