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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 | $55,066 | $284,880-80.7% | $203,445-72.9% | $461,066-88.1% |
| Participation rate | 44.4% | 76.7%-32.3pp | 76.8%-32.4pp | 87.7%-43.2pp |
| Annual return | 14.87% | -8.16%+23.0pp | -5.67%+20.5pp | 484.84%-470.0pp |
| Employer contribution / active EE | $0 | $6,840-100.0% | $4,770-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $2,446 | $4,322-43.4% | $3,908-37.4% | $6,032-59.5% |
| Admin fee / account holder | $584 | $17,257-96.6% | $14,231-95.9% | $28,147-97.9% |