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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 | $13,962 | $93,346-85.0% | $71,796-80.6% | $273,972-94.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 4.25% | 130.39%-126.1pp | 78.04%-73.8pp | 41.46%-37.2pp |
| Employer contribution / active EE | $331 | $2,733-87.9% | $1,924-82.8% | $4,869-93.2% |
| Participant deferral / active EE | $331 | $3,475-90.5% | $2,794-88.2% | $5,287-93.7% |
| Admin fee / account holder | $1,208 | $6,571-81.6% | $4,815-74.9% | $10,133-88.1% |