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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 | $10,364 | $53,128-80.5% | $86,582-88.0% | $70,126-85.2% |
| Participation rate | 26.9% | 65.3%-38.4pp | 73.5%-46.6pp | 69.5%-42.6pp |
| Annual return | 20.71% | 27.66%-7.0pp | 965.08%-944.4pp | 73.15%-52.4pp |
| Employer contribution / active EE | $486 | $2,068-76.5% | $2,839-82.9% | $2,343-79.3% |
| Participant deferral / active EE | $575 | $2,695-78.7% | $3,609-84.1% | $3,332-82.7% |
| Admin fee / account holder | $1,607 | $3,584-55.2% | $4,904-67.2% | $4,645-65.4% |