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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 | $21,617 | $157,304-86.3% | $141,197-84.7% | $152,909-85.9% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 18.57% | 64.34%-45.8pp | 71.41%-52.8pp | 345.46%-326.9pp |
| Employer contribution / active EE | $1,407 | $5,263-73.3% | $4,736-70.3% | $4,764-70.5% |
| Participant deferral / active EE | $1,825 | $7,111-74.3% | $6,710-72.8% | $5,851-68.8% |
| Admin fee / account holder | $8,295 | $12,126-31.6% | $10,265-19.2% | $11,601-28.5% |