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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 | $33,282 | $91,760-63.7% | $156,181-78.7% | $67,986-51.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 78.8%-78.8pp | 57.2%-57.2pp |
| Annual return | 22.01% | 18.14%+3.9pp | 64.87%-42.9pp | 31.67%-9.7pp |
| Employer contribution / active EE | $685 | $2,419-71.7% | $4,294-84.1% | $2,019-66.1% |
| Participant deferral / active EE | $1,359 | $3,960-65.7% | $6,132-77.8% | $3,358-59.5% |
| Admin fee / account holder | $2,788 | $3,949-29.4% | $14,586-80.9% | $3,203-12.9% |