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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 | $15,818 | $98,776-84.0% | $149,745-89.4% | $79,856-80.2% |
| Participation rate | 55.4% | 75.8%-20.4pp | 82.5%-27.1pp | 69.6%-14.3pp |
| Annual return | 17.27% | 27.38%-10.1pp | 276.72%-259.5pp | 31.71%-14.4pp |
| Employer contribution / active EE | $624 | $3,217-80.6% | $4,646-86.6% | $2,471-74.7% |
| Participant deferral / active EE | $884 | $5,681-84.4% | $6,843-87.1% | $3,741-76.4% |
| Admin fee / account holder | $596 | $6,053-90.2% | $9,312-93.6% | $5,306-88.8% |