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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 | $22,234 | $85,766-74.1% | $136,298-83.7% | $70,126-68.3% |
| Participation rate | 28.1% | 74.2%-46.0pp | 81.9%-53.8pp | 69.5%-41.4pp |
| Annual return | 16.58% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $656 | $5,051-87.0% | $6,247-89.5% | $3,332-80.3% |
| Admin fee / account holder | $796 | $5,421-85.3% | $9,244-91.4% | $4,645-82.9% |