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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 | $26,616 | $168,635-84.2% | $147,617-82.0% | $125,389-78.8% |
| Participation rate | 64.7% | 88.8%-24.1pp | 84.6%-19.9pp | 83.2%-18.5pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,696 | $6,252-40.9% | $5,564-33.6% | $4,866-24.0% |
| Participant deferral / active EE | $1,606 | $5,507-70.8% | $4,895-67.2% | $5,352-70.0% |
| Admin fee / account holder | $393 | $13,580-97.1% | $11,612-96.6% | $9,541-95.9% |