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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 | $16,293 | $102,422-84.1% | $147,117-88.9% | $80,959-79.9% |
| Participation rate | 47.7% | 75.9%-28.1pp | 82.2%-34.5pp | 67.7%-19.9pp |
| Annual return | 15.39% | 135.16%-119.8pp | 420.54%-405.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,439 | $3,717-34.4% | $4,932-50.5% | $2,757-11.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,447 | $7,953-44.1% | $12,993-65.8% | $6,925-35.8% |