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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 | $15,588 | $60,165-74.1% | $74,184-79.0% | $55,167-71.7% |
| Participation rate | 32.4% | 74.2%-41.8pp | 76.6%-44.3pp | 69.0%-36.6pp |
| Annual return | 7.66% | 10.00%-2.3pp | 17.74%-10.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $816 | $2,973-72.6% | $3,550-77.0% | $3,054-73.3% |
| Admin fee / account holder | $1,087 | $419+159.3% | $5,586-80.5% | $504+115.8% |