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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 | $12,542 | $58,828-78.7% | $78,002-83.9% | $62,881-80.1% |
| Participation rate | 19.2% | 71.1%-51.8pp | 75.5%-56.3pp | 69.3%-50.1pp |
| Annual return | 8.71% | 17.16%-8.4pp | 425.99%-417.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $513 | $1,672-69.3% | $2,470-79.2% | $2,281-77.5% |
| Participant deferral / active EE | $706 | $2,686-73.7% | $3,497-79.8% | $3,203-78.0% |
| Admin fee / account holder | $2,864 | $4,393-34.8% | $5,481-47.7% | $4,296-33.3% |