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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 | $78,562-69.9% | $105,608-77.6% | $74,429-68.2% |
| Participation rate | 34.8% | 72.8%-38.0pp | 75.3%-40.5pp | 67.2%-32.5pp |
| Annual return | 12.68% | 15.94%-3.3pp | 116.50%-103.8pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $720 | $2,521-71.4% | $3,167-77.3% | $2,625-72.6% |
| Participant deferral / active EE | $1,311 | $4,321-69.7% | $5,010-73.8% | $4,348-69.8% |
| Admin fee / account holder | $349 | $2,217-84.2% | $11,028-96.8% | $1,944-82.0% |