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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 | $12,397 | $58,828-78.9% | $78,002-84.1% | $62,881-80.3% |
| Participation rate | 20.8% | 71.1%-50.3pp | 75.5%-54.8pp | 69.3%-48.5pp |
| Annual return | 9.08% | 17.16%-8.1pp | 425.99%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $530 | $1,672-68.3% | $2,470-78.6% | $2,281-76.8% |
| Participant deferral / active EE | $634 | $2,686-76.4% | $3,497-81.9% | $3,203-80.2% |
| Admin fee / account holder | $465 | $4,393-89.4% | $5,481-91.5% | $4,296-89.2% |