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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 | $21,402 | $157,304-86.4% | $141,197-84.8% | $152,909-86.0% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 24.52% | 64.34%-39.8pp | 71.41%-46.9pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,362 | $5,263-74.1% | $4,736-71.3% | $4,764-71.4% |
| Participant deferral / active EE | $565 | $7,111-92.0% | $6,710-91.6% | $5,851-90.3% |
| Admin fee / account holder | $1,061 | $12,126-91.2% | $10,265-89.7% | $11,601-90.9% |