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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 | $101,653-79.2% | $147,080-85.6% | $74,459-71.6% |
| Participation rate | 22.9% | 75.6%-52.7pp | 82.2%-59.3pp | 67.2%-44.3pp |
| Annual return | 18.60% | 8754.98%-8736.4pp | 420.17%-401.6pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $990 | $3,813-74.0% | $4,933-79.9% | $2,626-62.3% |
| Participant deferral / active EE | $1,732 | $7,304-76.3% | $8,066-78.5% | $4,350-60.2% |
| Admin fee / account holder | $6,247 | $1,752+256.7% | $12,989-51.9% | $1,945+221.2% |