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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 | $20,715 | $93,589-77.9% | $135,942-84.8% | $75,181-72.4% |
| Participation rate | 4.4% | 75.2%-70.7pp | 81.9%-77.5pp | 67.2%-62.8pp |
| Annual return | 16.01% | 30.90%-14.9pp | 68.28%-52.3pp | 160.69%-144.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $60 | $6,405-99.1% | $7,759-99.2% | $4,126-98.6% |
| Admin fee / account holder | $2,058 | $6,977-70.5% | $10,764-80.9% | $5,650-63.6% |