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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 | $23,657 | $78,607-69.9% | $105,624-77.6% | $74,478-68.2% |
| Participation rate | 34.8% | 72.8%-38.1pp | 75.3%-40.5pp | 67.2%-32.5pp |
| Annual return | 12.68% | 15.96%-3.3pp | 116.20%-103.5pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $720 | $2,523-71.5% | $3,168-77.3% | $2,626-72.6% |
| Participant deferral / active EE | $1,311 | $4,325-69.7% | $5,013-73.8% | $4,350-69.9% |
| Admin fee / account holder | $349 | $2,220-84.3% | $10,961-96.8% | $1,946-82.1% |