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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 | $16,055 | $52,519-69.4% | $155,789-89.7% | $59,633-73.1% |
| Participation rate | 37.8% | 61.7%-23.9pp | 76.1%-38.3pp | 68.7%-30.8pp |
| Annual return | 1.34% | 53.51%-52.2pp | 71.54%-70.2pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $493 | $1,589-69.0% | $3,839-87.2% | $2,203-77.6% |
| Participant deferral / active EE | $900 | $3,084-70.8% | $4,798-81.2% | $3,192-71.8% |
| Admin fee / account holder | $486 | $3,540-86.3% | $7,477-93.5% | $4,297-88.7% |