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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 | $15,722 | $46,877-66.5% | $122,354-87.2% | $70,126-77.6% |
| Participation rate | 50.0% | 58.2%-8.2pp | 71.6%-21.6pp | 69.5%-19.5pp |
| Annual return | 14.98% | 24.22%-9.2pp | 30.28%-15.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $609 | $1,288-52.7% | $4,051-85.0% | $2,343-74.0% |
| Participant deferral / active EE | $700 | $2,167-67.7% | $3,287-78.7% | $3,332-79.0% |
| Admin fee / account holder | $459 | $3,324-86.2% | $5,479-91.6% | $4,645-90.1% |