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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 | $20,464 | $91,559-77.6% | $133,978-84.7% | $79,856-74.4% |
| Participation rate | 57.9% | 73.3%-15.4pp | 79.8%-21.9pp | 69.6%-11.7pp |
| Annual return | 13.62% | 61.85%-48.2pp | 45.10%-31.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $551 | $3,734-85.2% | $5,047-89.1% | $3,741-85.3% |
| Admin fee / account holder | $1,557 | $6,321-75.4% | $8,930-82.6% | $5,306-70.7% |