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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 | $13,280 | $174,018-92.4% | $136,833-90.3% | $198,609-93.3% |
| Participation rate | 9.5% | 65.1%-55.6pp | 59.0%-49.5pp | 82.4%-72.9pp |
| Annual return | 7.76% | 35.16%-27.4pp | 35.32%-27.6pp | 202.70%-194.9pp |
| Employer contribution / active EE | $57 | $1,571-96.4% | $1,319-95.7% | $5,055-98.9% |
| Participant deferral / active EE | $71 | $2,873-97.5% | $2,441-97.1% | $6,977-99.0% |
| Admin fee / account holder | $608 | $5,434-88.8% | $4,706-87.1% | $19,030-96.8% |