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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 | $15,101 | $52,450-71.2% | $129,397-88.3% | $74,429-79.7% |
| Participation rate | 15.3% | 53.8%-38.6pp | 69.6%-54.4pp | 67.2%-52.0pp |
| Annual return | 12.41% | 15.65%-3.2pp | 9453.98%-9441.6pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $440 | $1,532-71.3% | $4,154-89.4% | $2,625-83.2% |
| Participant deferral / active EE | $635 | $2,797-77.3% | $4,167-84.8% | $4,348-85.4% |
| Admin fee / account holder | $7,121 | $2,636+170.1% | $7,679-7.3% | $1,944+266.2% |