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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 | $10,419 | $70,587-85.2% | $124,693-91.6% | $85,847-87.9% |
| Participation rate | 38.5% | 64.4%-26.0pp | 74.6%-36.2pp | 69.3%-30.9pp |
| Annual return | 17.13% | 20688.83%-20671.7pp | 5144.19%-5127.1pp | 318.61%-301.5pp |
| Employer contribution / active EE | $809 | $1,913-57.7% | $3,324-75.7% | $2,565-68.5% |
| Participant deferral / active EE | $1,014 | $2,969-65.8% | $4,615-78.0% | $3,952-74.3% |
| Admin fee / account holder | $1,094 | $5,282-79.3% | $7,494-85.4% | $6,261-82.5% |