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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 | $17,610 | $59,448-70.4% | $93,696-81.2% | $74,459-76.3% |
| Participation rate | 32.0% | 59.6%-27.7pp | 68.7%-36.8pp | 67.2%-35.3pp |
| Annual return | 15.55% | 82.11%-66.6pp | 133.74%-118.2pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $767 | $1,266-39.4% | $2,422-68.3% | $2,626-70.8% |
| Participant deferral / active EE | $1,239 | $3,052-59.4% | $4,417-72.0% | $4,350-71.5% |
| Admin fee / account holder | $1,212 | $3,027-60.0% | $8,287-85.4% | $1,945-37.7% |