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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 | $30,087 | $88,117-65.9% | $164,928-81.8% | $74,400-59.6% |
| Participation rate | 41.8% | 73.1%-31.3pp | 78.6%-36.9pp | 67.2%-25.4pp |
| Annual return | 12.60% | 17.27%-4.7pp | 70.08%-57.5pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $1,335 | $2,596-48.6% | $4,343-69.3% | $2,624-49.2% |
| Participant deferral / active EE | $1,814 | $4,501-59.7% | $6,034-69.9% | $4,348-58.3% |
| Admin fee / account holder | $13,208 | $2,230+492.3% | $12,684+4.1% | $1,944+579.5% |