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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 | $19,726 | $101,591-80.6% | $147,096-86.6% | $74,429-73.5% |
| Participation rate | 35.6% | 75.5%-39.9pp | 82.2%-46.5pp | 67.2%-31.6pp |
| Annual return | 14.38% | 8746.45%-8732.1pp | 419.75%-405.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $1,071 | $3,813-71.9% | $4,936-78.3% | $2,625-59.2% |
| Participant deferral / active EE | $1,942 | $7,302-73.4% | $8,071-75.9% | $4,348-55.3% |
| Admin fee / account holder | $1,604 | $1,750-8.3% | $13,005-87.7% | $1,944-17.5% |