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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 | $14,549 | $48,364-69.9% | $71,796-79.7% | $62,881-76.9% |
| Participation rate | 25.7% | 60.6%-34.9pp | 69.1%-43.4pp | 69.3%-43.6pp |
| Annual return | 6.34% | 13.16%-6.8pp | 78.04%-71.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $347 | $1,042-66.7% | $1,924-82.0% | $2,281-84.8% |
| Participant deferral / active EE | $461 | $2,091-77.9% | $2,794-83.5% | $3,203-85.6% |
| Admin fee / account holder | $1,503 | $3,771-60.2% | $4,815-68.8% | $4,296-65.0% |