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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 | $21,181 | $101,591-79.2% | $147,096-85.6% | $74,429-71.5% |
| Participation rate | 22.9% | 75.5%-52.7pp | 82.2%-59.3pp | 67.2%-44.3pp |
| Annual return | 18.60% | 8746.45%-8727.8pp | 419.75%-401.1pp | 1368.38%-1349.8pp |
| Employer contribution / active EE | $990 | $3,813-74.0% | $4,936-79.9% | $2,625-62.3% |
| Participant deferral / active EE | $1,732 | $7,302-76.3% | $8,071-78.5% | $4,348-60.2% |
| Admin fee / account holder | $6,247 | $1,750+257.0% | $13,005-52.0% | $1,944+221.3% |