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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 | $10,459 | $91,167-88.5% | $178,498-94.1% | $79,858-86.9% |
| Participation rate | 68.0% | 69.2%-1.2pp | 81.9%-13.9pp | 69.6%-1.6pp |
| Annual return | 10.19% | 24.19%-14.0pp | 151.09%-140.9pp | 31.72%-21.5pp |
| Employer contribution / active EE | $776 | $3,255-76.2% | $5,011-84.5% | $2,471-68.6% |
| Participant deferral / active EE | $321 | $3,236-90.1% | $5,202-93.8% | $3,740-91.4% |
| Admin fee / account holder | $1,990 | $6,747-70.5% | $13,985-85.8% | $5,306-62.5% |