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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 | $13,469 | $78,423-82.8% | $95,964-86.0% | $79,856-83.1% |
| Participation rate | 8.7% | 73.5%-64.8pp | 77.1%-68.4pp | 69.6%-60.9pp |
| Annual return | 11.41% | 19.37%-8.0pp | 91.64%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $208 | $3,440-94.0% | $4,167-95.0% | $3,741-94.4% |
| Admin fee / account holder | $6,733 | $5,622+19.8% | $6,797-0.9% | $5,306+26.9% |