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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 | $26,331 | $88,203-70.1% | $165,100-84.1% | $74,478-64.6% |
| Participation rate | 45.7% | 73.1%-27.4pp | 78.6%-32.9pp | 67.2%-21.5pp |
| Annual return | 16.62% | 17.13%-0.5pp | 70.21%-53.6pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $1,028 | $2,601-60.5% | $4,348-76.4% | $2,626-60.9% |
| Participant deferral / active EE | $1,985 | $4,505-55.9% | $6,035-67.1% | $4,350-54.4% |
| Admin fee / account holder | $1,564 | $2,235-30.0% | $12,696-87.7% | $1,946-19.6% |