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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 | $27,491 | $152,460-82.0% | $118,746-76.8% | $147,586-81.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.3%-11.6pp | 82.8%-16.2pp |
| Annual return | 18.35% | 17.41%+0.9pp | 24.54%-6.2pp | 578.59%-560.2pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,192 | $6,212-80.8% | $5,332-77.7% | $5,439-78.1% |
| Admin fee / account holder | $1,767 | $16,953-89.6% | $10,720-83.5% | $10,886-83.8% |