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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 | $24,547 | $87,733-72.0% | $106,555-77.0% | $85,847-71.4% |
| Participation rate | 39.5% | 71.9%-32.5pp | 76.1%-36.7pp | 69.3%-29.8pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $772 | $2,073-62.8% | $2,819-72.6% | $2,565-69.9% |
| Participant deferral / active EE | $1,468 | $3,469-57.7% | $4,399-66.6% | $3,952-62.8% |
| Admin fee / account holder | $1,602 | $6,767-76.3% | $7,408-78.4% | $6,261-74.4% |