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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 | $14,676 | $45,566-67.8% | $64,105-77.1% | $59,633-75.4% |
| Participation rate | 35.7% | 60.2%-24.5pp | 68.2%-32.5pp | 68.7%-33.0pp |
| Annual return | -1.40% | 4.95%-6.4pp | 791.24%-792.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $234 | $934-75.0% | $1,820-87.1% | $2,203-89.4% |
| Participant deferral / active EE | $480 | $2,057-76.7% | $2,822-83.0% | $3,192-85.0% |
| Admin fee / account holder | $494 | $3,268-84.9% | $4,499-89.0% | $4,297-88.5% |