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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 | $24,248 | $81,208-70.1% | $98,920-75.5% | $79,852-69.6% |
| Participation rate | 23.5% | 72.5%-49.0pp | 76.0%-52.5pp | 69.6%-46.1pp |
| Annual return | 22.19% | 60.99%-38.8pp | 196.47%-174.3pp | 31.72%-9.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $286 | $3,265-91.2% | $4,245-93.3% | $3,740-92.3% |
| Admin fee / account holder | $632 | $6,013-89.5% | $6,643-90.5% | $5,306-88.1% |