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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 | $17,883 | $63,346-71.8% | $92,240-80.6% | $70,126-74.5% |
| Participation rate | 17.9% | 68.7%-50.7pp | 76.5%-58.5pp | 69.5%-51.6pp |
| Annual return | 17.49% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $672 | $2,471-72.8% | $3,680-81.7% | $2,343-71.3% |
| Participant deferral / active EE | $843 | $2,854-70.5% | $3,897-78.4% | $3,332-74.7% |
| Admin fee / account holder | $1,813 | $3,841-52.8% | $5,194-65.1% | $4,645-61.0% |