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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 | $22,616 | $78,636-71.2% | $105,607-78.6% | $74,459-69.6% |
| Participation rate | 30.7% | 72.8%-42.1pp | 75.3%-44.6pp | 67.2%-36.6pp |
| Annual return | 16.87% | 15.96%+0.9pp | 116.11%-99.2pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,713 | $4,322-60.4% | $5,011-65.8% | $4,350-60.6% |
| Admin fee / account holder | $3,150 | $2,220+41.9% | $10,958-71.3% | $1,945+62.0% |