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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 | $30,462 | $79,209-61.5% | $102,434-70.3% | $74,459-59.1% |
| Participation rate | 33.8% | 74.8%-41.0pp | 76.5%-42.7pp | 67.2%-33.4pp |
| Annual return | 13.04% | 54.98%-41.9pp | 29.46%-16.4pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $769 | $2,362-67.4% | $3,023-74.6% | $2,626-70.7% |
| Participant deferral / active EE | $1,811 | $4,417-59.0% | $5,055-64.2% | $4,350-58.4% |
| Admin fee / account holder | $4,313 | $2,002+115.5% | $9,462-54.4% | $1,945+121.8% |