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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 | $15,964 | $102,393-84.4% | $147,041-89.1% | $80,911-80.3% |
| Participation rate | 36.4% | 75.9%-39.5pp | 82.2%-45.8pp | 67.6%-31.3pp |
| Annual return | 13.56% | 134.95%-121.4pp | 419.21%-405.7pp | 35.63%-22.1pp |
| Employer contribution / active EE | $993 | $3,715-73.3% | $4,935-79.9% | $2,756-64.0% |
| Participant deferral / active EE | $1,204 | $6,647-81.9% | $8,071-85.1% | $4,297-72.0% |
| Admin fee / account holder | $1,829 | $7,943-77.0% | $13,006-85.9% | $6,935-73.6% |