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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 | $21,224 | $98,776-78.5% | $149,745-85.8% | $79,856-73.4% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.5%-40.8pp | 69.6%-28.0pp |
| Annual return | 15.02% | 27.38%-12.4pp | 276.72%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,772 | $3,217+17.2% | $4,646-18.8% | $2,471+52.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,029 | $6,053-50.0% | $9,312-67.5% | $5,306-42.9% |