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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 | $18,300 | $56,640-67.7% | $78,002-76.5% | $55,167-66.8% |
| Participation rate | 15.4% | 73.3%-57.9pp | 75.5%-60.1pp | 69.0%-53.6pp |
| Annual return | 6.52% | 2868.48%-2862.0pp | 425.99%-419.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $507 | $1,724-70.6% | $2,470-79.5% | $1,963-74.1% |
| Participant deferral / active EE | $614 | $2,778-77.9% | $3,497-82.4% | $3,054-79.9% |
| Admin fee / account holder | $3,335 | $467+614.8% | $5,481-39.2% | $504+561.8% |