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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 | $20,944 | $58,828-64.4% | $78,002-73.1% | $62,881-66.7% |
| Participation rate | 52.6% | 71.1%-18.4pp | 75.5%-22.9pp | 69.3%-16.7pp |
| Annual return | 12.43% | 17.16%-4.7pp | 425.99%-413.6pp | 20.14%-7.7pp |
| Employer contribution / active EE | $362 | $1,672-78.3% | $2,470-85.3% | $2,281-84.1% |
| Participant deferral / active EE | $845 | $2,686-68.5% | $3,497-75.8% | $3,203-73.6% |
| Admin fee / account holder | $6,565 | $4,393+49.4% | $5,481+19.8% | $4,296+52.8% |