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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 | $15,792 | $56,110-71.9% | $94,993-83.4% | $70,126-77.5% |
| Participation rate | 15.8% | 65.0%-49.2pp | 73.9%-58.1pp | 69.5%-53.8pp |
| Annual return | 16.99% | 51.02%-34.0pp | 27.14%-10.2pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $887 | $2,391-62.9% | $3,317-73.3% | $3,332-73.4% |
| Admin fee / account holder | $754 | $3,456-78.2% | $4,960-84.8% | $4,645-83.8% |